Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Blackrock Multi-Asset Income Portfolio K Mutual Fund in their Schedule of Assets, totaling $822K 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 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $518K |
| 2 | RON JON SURF SHOP OF FLA., INC. RON JON SAVINGS AND INVESTMENT PLAN | COCOA BEACH FL | 251 | $19.8M | $299K |
| 3 | FOWLER PROPERTY ACQUISITIONS, LLC |
IRVINE CA |
| 171 |
| $22.2M |
| $5K |
