Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock Mid Cap Growth Equity Fund Mutual Fund NR in their Schedule of Assets, totaling $821K 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 | CONCEPT PLUS, LLC CONCEPT PLUS, LLC 401(K) PLAN | FAIRFAX VA | 189 | $18.3M | $416K |
| 2 | UNITED BUSINESS BANK UNITED BUSINESS BANK 401(K) PLAN | WALNUT CREEK CA | 302 | $30.5M | $349K |
| 3 | DISTINCTIVE SCHOOLS DISTINCTIVE SCHOOLS 403(B) PLAN |
| 668 |
| $7.7M |
| $46K |
| 4 | CPS PROFESSIONAL SERVICES, LLC D/B/A CATHEXIS CATHEXIS 401(K) PLAN | TYSONS VA | 168 | $7.8M | $7K |
| 5 | PROACTIVE TECHNOLOGIES, LLC PROACTIVE TECHNOLOGIES, INC. 401(K) PLAN | OVIEDO FL | 35 | $5.9M | $3K |