Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Blackrock High Yield Bond Mutual fund in their Schedule of Assets, totaling $9.6M 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 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 153 | $30.1M | $893K |
| 2 | MILESTONE TECHNOLOGIES, INC MILESTONE TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN | FREMONT CA | 1,900 | $63.8M | $800K |
| 3 | THE INDEPENDENCE SCHOOL, INC. |
NEWARK DE |
| 121 |
| $22.7M |
| $699K |
| 4 | DIMENSIONAL INNOVATIONS, INC. DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN | SHAWNEE MISSION KS | 236 | $17.0M | $605K |
| 5 | INSURANCE AND BENEFITS TRUST OF THE PORAC INSURANCE AND BENEFITS TRUST OF THE PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA - SAFETY | SACRAMENTO CA | 20,412 | $8.1M | $477K |
| 6 | INSURANCE AND BENEFITS TRUST OF THE PORAC - NON-SAFETY INSURANCE AND BENEFITS TRUST OF THE PORAC - NON-SAFETY | SACRAMENTO CA | 1,411 | $1.0M | $477K |
| 7 | MAJOR LEAGUE SOCCER LLC MAJOR LEAGUE SOCCER 401(K) PLAN | NEW YORK NY | 1,158 | $176.7M | $467K |
| 8 | CHARLES D. JONES & COMPANY, INC. CHARLES D. JONES & COMPANY, INC. 401(K) PLAN | RIVERSIDE MO | 175 | $14.2M | $421K |
| 9 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 148 | $27.0M | $416K |
| 10 | MIZE CPAS INC. MIZE CPAS INC. 401(K) PLAN | TOPEKA KS | 307 | $36.4M | $398K |
