Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLACKROCK STRAT INCM OPPTY Registered Investment Company in their Schedule of Assets, totaling $3.3M 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 | SHARP ELECTRONICS CORPORATION THE SHARP EMPLOYEES SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,692 | $473.2M | $2.0M |
| 2 | GROUP 1001 RESOURCES LLC GROUP 1001 401(K) SAVINGS PLAN | ZIONSVILLE IN | 1,585 | $172.3M | $1.1M |
| 3 | DRIEHAUS CAPITAL MANAGEMENT, LLC DRIEHAUS 401(K) AND PROFIT SHARING PLAN |
CHICAGO IL |
| 161 |
| $101.9M |
| $153K |
