Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Blackrock Inflation Protected Bond Mutual fund in their Schedule of Assets, totaling $2.2M 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 | COLDSTREAM CAPITAL MANAGEMENT, INC. COLDSTREAM 401(K) PLAN | BELLEVUE WA | 185 | $32.6M | $605K |
| 2 | INTEVAC, INC. INTEVAC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 51 | $44.4M | $431K |
| 3 | RNDC NEW YORK, LLC RNDC/OPICI NY 401(K) PLAN |
EAST SYRACUSE NY |
| 212 |
| $18.2M |
| $411K |
| 4 | PHE, INC. PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST | HILLSBOROUGH NC | 228 | $39.4M | $326K |
| 5 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $209K |
| 6 | THE ARCHWAY PROGRAMS THE ARCHWAY PROGRAMS RETIREMENT SAVINGS PLAN | ATCO NJ | 432 | $15.6M | $84K |
| 7 | NICHOLS PORTLAND, INC. NICHOLS PORTLAND, INC. 401(K) SAVINGS PLAN | ST. MARYS PA | 707 | $40.6M | $54K |
| 8 | CARD KINGDOM, INC. CARD KINGDOM, INC. 401(K) PLAN | MONROE WA | 428 | $13.4M | $37K |
| 9 | WOLVERINE TUBE, INC. WOLVERINE TUBE SAVINGS PLAN | DECATUR AL | 252 | $12.6M | $26K |
| 10 | SOMIC AMERICA, INC. SOMIC AMERICA, INC. 401(K) PLAN | BREWER ME | 562 | $25.9M | $10K |
