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 Mutual Fund - in their Schedule of Assets, totaling $1.6M 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 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $835K |
| 2 | BNIM ARCHITECTS INC. BNIM ARCHITECTS INC. PROFIT SHARING PLAN | KANSAS CITY MO | 75 | $17.2M | $464K |
| 3 | INTEGRATED MEDICAL SERVICES, INC. INTEGRATED MEDICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN |
PHOENIX AZ |
| 359 |
| $36.3M |
| $321K |
