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 Portfolio Mutual fund in their Schedule of Assets, totaling $1.4M 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 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $780K |
| 2 | NOVAK FRANCELLA LLC NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 141 | $24.1M | $204K |
| 3 | BOSS HOLDINGS, INC. |
KEWANEE IL |
| 167 |
| $4.7M |
| $204K |
| 4 | CL CRESSLER, INC. CENTRAL PENNSYLVANIA PHARMACY GROUP SAVINGS PLAN | MECHANICSBURG PA | 53 | $4.7M | $139K |
| 5 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 1 | NEW YORK NY | 889 | $7.6M | $15K |
| 6 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 3 | NEW YORK NY | 703 | $7.6M | $8K |
