Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BlackRock Institutional Trust Company, N.A. BlackRock Multi-Asset Income Portfolio K in their Schedule of Assets, totaling $1.1M 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 | R.T. VANDERBILT HOLDING COMPANY, INC. R.T. VANDERBILT HOLDING COMPANY, INC. 401(K) PLAN | NORWALK CT | 246 | $74.9M | $672K |
| 2 | TITLE RESOURCES GUARANTY COMPANY TITLE RESOURCES GROUP 401(K) PLAN | DALLAS TX | 190 | $15.2M | $247K |
| 3 | APTIA INSURANCE SERVICES GROUP, LLC |
BOSTON MA |
| 537 |
| $12.1M |
| $158K |
| 4 | R.T. VANDERBILT HOLDING COMPANY, INC. R.T. VANDERBILT HOLDING COMPANY, INC. HOURLY EMPLOYEE 401(K) SAVINGS PLAN | NORWALK CT | 151 | $13.3M | $44K |
| 5 | ACORNS GROW, INC. ACORNS GROW 401(K) PLAN | IRVINE CA | 303 | $28.9M | $4K |
