Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Blackrock High Yield Portfolio " in their Schedule of Assets, totaling $7.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAPRI HOLDINGS LIMITED (USA) CAPRI HOLDINGS LIMITED (USA) 401(K) PLAN | NEW YORK NY | 4,448 | $213.7M | $2.8M |
| 2 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $1.2M |
| 3 | AVISON YOUNG (USA) INC. AVISON YOUNG (US) 401(K) PLAN |
CHICAGO IL |
| 1,401 |
| $136.7M |
| $996K |
| 4 | SOPHEON CORPORATION SOPHEON 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 86 | $21.3M | $542K |
| 5 | ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 625 | $87.6M | $542K |
| 6 | UMH PROPERTIES, INC. UMH PROPERTIES, INC. 401(K) PLAN | FREEHOLD NJ | 496 | $34.2M | $326K |
| 7 | MENDO MILL & LUMBER CO. MENDO MILL & LUMBER CO. PROFIT SHARING PLAN AND TRUST | UKIAH CA | 174 | $8.7M | $246K |
| 8 | KNOWLES, SMITH & ASSOCIATES, LLP VILLAGE FAMILY DENTAL 401(K) PLAN | FAYETTEVILLE NC | 268 | $11.9M | $219K |
| 9 | SUPERIOR, INC. SUPERIOR INC & AFFILIATES 401(K) PLAN | FAYETTEVILLE AR | 827 | $31.1M | $191K |
| 10 | RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES OUR DAILY BREAD MINISTRIES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 274 | $29.8M | $136K |
