Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Blackrock Strategic Income Opps Instl Mutual Fund in their Schedule of Assets, totaling $3.8M 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 | ORA ORTHOPEDICS, P.C. ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN | BETTENDORF IA | 399 | $78.0M | $1.4M |
| 2 | J.F. AHERN CO. J.F. AHERN CO. PROFIT SHARING AND 401(K) PLAN | FOND DU LAC WI | 738 | $120.3M | $1.3M |
| 3 | PHILIP HEALTH SERVICES, INC. PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN |
PHILIP SD |
| 112 |
| $7.5M |
| $463K |
| 4 | H.F. COX, INC. H.F. COX, INC. VACATION BENEFITS PLAN | BAKERSFIELD CA | 226 | $906K | $177K |
| 5 | QUOTELAB, LLC DBA MEDIAALPHA QUOTELAB, LLC DBA MEDIAALPHA 401(K) SAVINGS PLAN | LOS ANGELES CA | 136 | $15.5M | $160K |
| 6 | CAR TOYS, INC. CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN | SEATTLE WA | 672 | $25.6M | $154K |
| 7 | STANDRIDGE COLOR CORPORATION STANDRIDGE COLOR CORPORATION PROFIT SHARING PLAN & TRUST | SOCIAL CIRCLE GA | 435 | $25.6M | $130K |
| 8 | HARBOR HEALTH SERVICES, INC. HARBOR HEALTH SERVICES, INC. 403(B) PLAN | MATTAPAN MA | 607 | $45.2M | $50K |
| 9 | BRIXEY & MEYER, INC. BRIXEY & MEYER, INC. 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 117 | $16.9M | $31K |
| 10 | ASCENT CLASSICAL ACADEMIES ASCENT CLASSICAL ACADEMIES 403B PLAN | GOLDEN CO | 28 | $711K | $1K |
