Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BlackRock High Yield Bond Portfolio Mutual fund NR in their Schedule of Assets, totaling $2.5M 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 | EVOLENT HEALTH LLC EVOLENT HEALTH 401(K) PLAN | ARLINGTON VA | 3,226 | $289.2M | $965K |
| 2 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC PERPETUAL CAPITAL 401(K) PLAN | ARLINGTON VA | 3,654 | $76.7M | $685K |
| 3 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN |
ARLINGTON VA |
| 2,569 |
| $55.1M |
| $669K |
| 4 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $192K |
| 5 | PRINCIPAL MANUFACTURING PRINCIPAL MANUFACTURING CORP. 401(K) PROFIT SHARING PLAN | BROADVIEW IL | 215 | $8.9M | $37K |
