Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Blackrock Strategic Income Opportunities Fund in their Schedule of Assets, totaling $36.2M 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 | MAYER BROWN LLP MAYER BROWN LLP U.S.A. CASH BALANCE PENSION PLAN | CHICAGO IL | 274 | $235.1M | $21.2M |
| 2 | ANSAY & ASSOCIATES, LLC ANSAY & ASSOCIATES, LLC 401(K) PLAN | PORT WASHINGTON WI | 248 | $30.1M | $8.6M |
| 3 | WAUPACA FOUNDRY, INC WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN |
WAUPACA WI |
| 204 |
| $102.8M |
| $4.1M |
| 4 | PNC, INC. PNC, INC. 401(K) RETIREMENT PLAN | POLO IL | 97 | $9.3M | $439K |
| 5 | MONDI U.S. HOLDINGS LLC MONDI RETIREMENT SAVINGS PLAN USA | ROMEOVILLE IL | 1,167 | $133.9M | $411K |
| 6 | CHARTER FOODS INC. CHARTER FOODS INC. 401(K) PLAN | MORRISTOWN TN | 651 | $9.8M | $404K |
| 7 | CLAIRE'S STORES, INC. CLAIRE'S STORES INC. 401(K) SAVINGS AND RETIREMENT PLAN | HOFFMAN ESTATES IL | 9,741 | $52.6M | $329K |
| 8 | FERROTEC USA CORPORATION FERROTEC TAX SAVINGS DEPOSIT AND INVESTMENT PLAN | BEDFORD NH | 275 | $55.8M | $288K |
| 9 | SILICON VALLEY INTERNATIONAL SCHOOL SILICON VALLEY INTERNATIONAL SCHOOL 403(B)RETIREMENT PLAN | PALO ALTO CA | 165 | $30.2M | $190K |
| 10 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD CO | 107 | $6.7M | $60K |
