Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding BlackRock High Yield Portfolio Fund – Class K Mutual fund - in their Schedule of Assets, totaling $1.9M 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 | FAMILY RESIDENCES & ESSENTIAL ENTERPRISES, INC. FAMILY RESIDENCES RETIREMENT & 401(K) SAVINGS PLAN | OLD BETHPAGE NY | 1,938 | $78.0M | $443K |
| 2 | GEMINI SPACE STATION, LLC GEMINI SPACE STATION, LLC 401(K) PLAN | NEW YORK NY | 446 | $45.1M | $430K |
| 3 | WATER ENVIRONMENT FEDERATION |
ALEXANDRIA VA |
| 84 |
| $24.4M |
| $325K |
| 4 | SURGE OPERATING, LLC SURGE OPERATING, LLC 401(K) PLAN | HOUSTON TX | 156 | $31.9M | $273K |
| 5 | INTEGRATED LINER TECHNOLOGIES INTEGRATED LINER TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST | RENSSELAER NY | 108 | $15.0M | $165K |
| 6 | HAYES MEDICAL STAFFING, LLC HAYES MEDICAL STAFFING LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT LAUDERDALE FL | 268 | $11.2M | $113K |
| 7 | COLOGIX, INC. COLOGIX 401(K) PLAN | DENVER CO | 293 | $19.8M | $82K |
| 8 | COUNTY CONCRETE CORPORATION COUNTY CONCRETE CORPORATION UNION PENSION PLAN FOR HOURLY EMPLOYEES | KENVIL NJ | 116 | $5.2M | $67K |
| 9 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $15K |
