Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Blackrock Md-Cp Gr Eq K Fd Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | SCOUT ENERGY MANAGEMENT, LLC SCOUT ENERGY MANAGEMENT, LLC 401(K) P/S PLAN | DALLAS TX | 977 | $91.6M | $670K |
| 2 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $610K |
| 3 | BENNETT THRASHER, LLP BENNETT THRASHER, LLP 401(K) PROFIT SHARING PLAN |
ATLANTA GA |
| 525 |
| $69.6M |
| $486K |
| 4 | SOUTHERN INNOVATIONS, LLC SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN | GRAPEVINE TX | 202 | $21.1M | $208K |
| 5 | BLACK MOUNTAIN MANAGEMENT, LLC BLACK MOUNTAIN MANAGEMENT, LLC 401(K) | FORT WORTH TX | 356 | $10.7M | $158K |
| 6 | ZEST ANCHORS, LLC ZEST ANCHORS, LLC 401(K) PLAN | CARLSBAD CA | 195 | $21.1M | $153K |
| 7 | EXAGEN INC. EXAGEN INC. 401(K) PLAN | VISTA CA | 216 | $14.3M | $120K |
| 8 | RTS HOLDING, INC., A DELAWARE CORPORATION RTS HOLDING, INC. 401(K) PLAN | NEW YORK NY | 90 | $4.5M | $85K |
| 9 | COMMUNITY ACTION PARTNERSHIP OF RAMSEY AND WASHINGTON COUNTIES COMMUNITY ACTION PARTNERSHIP OF RAMSEY AND WASHINGTON COUNTIES TAX SHELTERED INVESTMENT PROGRAM 403(B) PLAN | SAINT PAUL MN | 353 | $15.5M | $28K |
| 10 | TROLLCO, INC. TROLLCO, INC. 401(K) PLAN | WINDSOR CO | 166 | $4.7M | $26K |
