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 Institutional Shares in their Schedule of Assets, totaling $467K 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 | JOHN BALL ZOO JOHN BALL ZOO 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 141 | $8.2M | $221K |
| 2 | WELLNESS PET LLC THE WELLNESS PET COMPANY EMPLOYEE 401(K) PLAN | BURLINGTON MA | 349 | $34.5M | $202K |
| 3 | MIRRA COMPANY, LLC MIRRA COMPANY, LLC 401(K) PROFIT SHARING PLAN |
GEORGETOWN MA |
| 232 |
| $11.7M |
| $43K |
| 4 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $912 |
