Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Blackrock Strategic Income Opportunities Portfolio in their Schedule of Assets, totaling $39.2M 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 | BOARD OF TRUSTEES OF WISCONSIN MASONS PENSION FUND WISCONSIN MASONS PENSION FUND | MADISON WI | 1,001 | $327.0M | $14.1M |
| 2 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM 403(B) PLAN | ST. CLOUD MN | 7,783 | $866.6M | $7.1M |
| 3 | HOWARD HUGHES MEDICAL INSTITUTE |
CHEVY CHASE MD |
| 2,784 |
| $2.0B |
| $5.1M |
| 4 | CALVIN UNIVERSITY CALVIN UNIVERSITY 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 1,188 | $234.7M | $4.1M |
| 5 | IROQUOIS PIPELINE OPERATING COMPANY IROQUOIS PIPELINE OPERATING COMPANY CASH BALANCE RETIREMENT PLAN | SHELTON CT | 86 | $49.4M | $3.0M |
| 6 | ELBITAMERICA, INC. KOLLSMAN, INC. DEFINED BENEFIT RETIREMENT PLAN | FORT WORTH TX | 83 | $58.9M | $2.2M |
| 7 | HARTUNG BROTHERS, INC. EMPLOYEES RETIREMENT READINESS - 401(K) SAVINGS PLAN | MADISON WI | 146 | $47.7M | $2.0M |
| 8 | KEY LAKES, INC. KEY LAKES NON-CONTRIBUTORY PENSION PLAN | BALA CYNWYD PA | 50 | $19.2M | $1.3M |
| 9 | LIBERTY STEEL INDUSTRIES LIBERTY STEEL INDUSTRIES, INC. DEFINED BENEFIT PLAN | WARREN OH | 138 | $5.0M | $138K |
| 10 | AMERICAN ANGUS ASSOCIATION AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN | ST. JOSEPH MI | 288 | $56.1M | $67K |
