Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Blackrock Strategic Income Opps Instl Mutual Funds ^ in their Schedule of Assets, totaling $505K 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 | SURGICAL REFERRAL SERVICES, LTD. SURGICAL REFERRAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN | BANNOCKBURN IL | 249 | $22.9M | $285K |
| 2 | KENNEY MANUFACTURING COMPANY KENNEY MANUFACTURING COMPANY 401(K) PLAN | WARWICK RI | 221 | $30.6M | $194K |
| 3 | HIFFMAN SHAFFER ASSOCIATES, INC. |
OAKBROOK TERRACE IL |
| 198 |
| $11.8M |
| $26K |
