Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding BlackRock Equity Dividend R in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERIDIAN CAPITAL GROUP, LLC MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 263 | $19.9M | $985K |
| 2 | IBISWORLD INC IBISWORLD 401(K) PLAN | VENICE CA | 199 | $17.6M | $564K |
| 3 | VENTURE METALS LLC VENTURE METALS INTERNATIONAL 401K PLAN |
DALLAS TX |
| 226 |
| $5.6M |
| $355K |
| 4 | GNS HEALTHCARE, INC GNS HEALTHCARE, INC. 401(K) PLAN | SOMERVILLE MA | 30 | $6.8M | $308K |
| 5 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $295K |
| 6 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $179K |
| 7 | CHANCELLOR HEALTH CARE, INC. CHANCELLOR HEALTH CARE, 401(K) RETIREMENT PLAN | WINDSOR CA | 270 | $2.3M | $161K |
| 8 | HEGG COMPANIES, INC HEGG COMPANIES, INC 401K PROFIT | SIOUX FALLS SD | 261 | $1.5M | $143K |
| 9 | BRAY & SCARFF, INC. BRAY & SCARFF 401(K) SAVINGS PLAN | LAUREL MD | 189 | $11.0M | $139K |
| 10 | CIRCLE AUTOMOTIVE GROUP, INC. CIRCLE AUTOMOTIVE GROUP, INC. 401(K) PLAN | SANTA ANA CA | 160 | $5.3M | $102K |
