Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BlackRock Strategic Income Opportunities Portfolio Class K in their Schedule of Assets, totaling $2.3M 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 | WATERS TECHNOLOGIES CORPORATION THE WATERS HEALTH CARE REIMBURSEMENT PLAN FOR RETIREES | MILFORD MA | 665 | $19.8M | $1.4M |
| 2 | PLASTIC OMNIUM PLASTIC OMNIUM CLEAN ENERGY SYSTEMS SAVINGS PLAN | TROY MI | 672 | $125.9M | $519K |
| 3 | HINSHAW & CULBERTSON LLP |
CHICAGO IL |
| 442 |
| $25.4M |
| $316K |
| 4 | ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC ALTMAN, GREENFIELD & SELVAGGI PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 130 | $16.4M | $352 |
