Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock Strategic Income Opportunities Fund Class K in their Schedule of Assets, totaling $8.4M 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 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | MINNEAPOLIS MN | 3,429 | $826.6M | $7.8M |
| 2 | CONTINENTAL TIRE THE AMERICAS, LLC WELFARE BENEFITS PLAN FOR RETIREES OF CONTINENTAL - RUBBER | FORT MILL SC | 3,554 | $126.0M | $588K |
| 3 | M. A. MORTENSON COMPANY |
MINNEAPOLIS MN |
| 3,735 |
| $38.7M |
| $39K |
