Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock Equity Dividend K Registered Investment Company in their Schedule of Assets, totaling $12.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CALIX, INC. CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. | SAN JOSE CA | 1,014 | $256.5M | $10.2M |
| 2 | ASSOCIATES OF CAPE COD, INC. ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN | EAST FALMOUTH MA | 210 | $31.9M | $1.1M |
| 3 | VERNIS & BOWLING OF MIAMI, P.A. VERNIS & BOWLING 401(K) PLAN |
MIAMI FL |
| 305 |
| $22.0M |
| $587K |
| 4 | ASSEMI GROUP, INC. ASSEMI GROUP, INC. RETIREMENT PLAN | FRESNO CA | 100 | $11.2M | $346K |
| 5 | PATRA CORPORATION PATRA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | EL DORADO HILLS CA | 510 | $21.5M | $173K |
