Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Blackrock Strategic Income Opportunities Fund Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | GROUP 1001 RESOURCES LLC GROUP 1001 401(K) SAVINGS PLAN | ZIONSVILLE IN | 1,585 | $172.3M | $1.1M |
| 2 | BOARD OF TRUSTEES OF HEAT AND FROST INSULATORS OF NO. CALIF., LOCAL 16 HEAT AND FROST INSULATORS OF NO. CALIF., LOCAL 16 HEALTH AND WELFARE FUND | PLEASANTON CA | 589 | $16.1M | $1.0M |
| 3 | ABLE MAINTENANCE, INC. |
SAN JOSE CA |
| 247 |
| $19.9M |
| $263K |
| 4 | HPR PARTNERS, LLC HPR PARTNERS, LLC RETIREMENT PLAN | NEW YORK NY | 0 | $19.4M | $156K |
| 5 | ABILENE MACHINE LLC ABILENE MACHINE LLC 401(K) AND PROFIT SHARING PLAN | SOLOMON KS | 122 | $9.1M | $86K |
| 6 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 154 | $19.7M | $10K |
