Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock High Yield Bond Portfolio Fund Mutual fund in their Schedule of Assets, totaling $6.0M 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 | CELLMARK, INC. CELLMARK PROFIT SHARING PLAN AND TRUST | SHELTON CT | 509 | $154.7M | $4.2M |
| 2 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $1.1M |
| 3 | 5.11, INC. 5.11, INC. 401(K) PROFIT SHARING PLAN |
COSTA MESA CA |
| 1,003 |
| $48.5M |
| $368K |
| 4 | JOHANSON DIELECTRICS, INC. JOHANSON DIELECTRICS, INC. 401(K) RETIREMENT PLAN | CAMARILLO CA | 107 | $11.8M | $253K |
| 5 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $56K |
| 6 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 154 | $19.7M | $38K |
| 7 | SANTEE SIOUX NATION COLLABORATIVE RETIREMENT TRUST | NIOBRABRA NE | 286 | $1.4M | $20K |
