Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock Strategic Global Bond Mutual fund in their Schedule of Assets, totaling $1.5M 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 | HOSPICE BY THE BAY BY THE BAY HEALTH 403(B) PLAN | LARKSPUR CA | 381 | $34.2M | $776K |
| 2 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $548K |
| 3 | MCGEE CORPORATION SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATION |
MATTHEWS NC |
| 159 |
| $8.2M |
| $92K |
| 4 | DUVEL MOORTGAT USA, LTD DUVEL MOORTGAT USA 401(K) PLAN | KANSAS CITY MO | 256 | $24.3M | $40K |
| 5 | PALMER SQUARE CAPITAL MANAGEMENT, LLC PALMER SQUARE CAPITAL MANAGEMENT 401(K) PLAN | MISSION WOODS KS | 207 | $10.7M | $10K |
| 6 | AGREX INC. AGREX INC. 401(K) PLAN | OVERLAND PARK KS | 106 | $21.7M | $9K |
| 7 | CONTINUUM HEALTH SERVICES, INC. CONTINUUM HEALTH SERVICES, INC. 401(K) PLAN | AUBURN ME | 103 | $12.2M | $6K |
