Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 490 U.S. retirement plans report holding Blackrock High Yield-K in their Schedule of Assets, totaling $207.9M 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 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $86.3M |
| 2 | BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TR PIPE TRADES SERVICES MN PENSION SUPPLEMENT FUND | WHITE BEAR LAKE MN | 5,912 | $1.8B | $39.6M |
| 3 | FIRST-CITIZENS BANK & TRUST COMPANY |
RALEIGH NC |
| 15,787 |
| $2.7B |
| $12.8M |
| 4 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY LEGACY 401(K) PLAN | RALEIGH NC | 669 | $363.3M | $5.0M |
| 5 | BAST HATFIELD CONSTRUCTION, LLC BAST HATFIELD CONSTRUCTION, LLC SAVINGS & RETIREMENT PLAN | CLIFTON PARK NY | 122 | $30.6M | $4.4M |
| 6 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN | TUSTIN CA | 4,347 | $148.5M | $2.1M |
| 7 | POWERCON CORPORATION POWERCON CORPORATION 401(K) RETIREMENT PLAN | SEVERN MD | 341 | $44.9M | $2.0M |
| 8 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN | SAN CARLOS CA | 1,650 | $228.5M | $1.5M |
| 9 | BANCO ITAU INTERNATIONAL BANCO ITAU INTERNATIONAL 401(K) | MIAMI FL | 274 | $61.1M | $1.4M |
| 10 | PRODUCTIVITY, INC. PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 372 | $58.3M | $1.4M |
