Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Blackrock Strategic Income Opps Instl in their Schedule of Assets, totaling $9.0M 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 | EDUSERVE, INC. EDUSERVE/CSUSA RETIREMENT PLAN | FT LAUDERDALE FL | 7,804 | $84.0M | $6.2M |
| 2 | Z & M SHEET METAL, INC. Z & M SHEET METAL, INC. PROFIT SHARING PLAN | CHANTILLY VA | 116 | $10.2M | $918K |
| 3 | RAINBO OIL COMPANY RAINBO OIL CO. 401(K) PLAN |
DUBUQUE IA |
| 205 |
| $7.7M |
| $750K |
| 4 | HARVARD MANAGEMENT COMPANY INC. HARVARD MANAGEMENT COMPANY INC. PENSION PLAN | BOSTON MA | 102 | $58.2M | $533K |
| 5 | BOARD OF TRUSTEES OFFICE & PROFESSIONAL EMPLOYEES RET PLAN OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN | PORTLAND OR | 2,658 | $34.5M | $396K |
| 6 | H.J. BAKER AND BRO., LLC H.J. BAKER AND BRO., LLC 401(K) SAVINGS PLAN | THE WOODLANDS TX | 73 | $22.5M | $123K |
| 7 | THE HAMILTON COMPANY, INC. THE HAMILTON COMPANY, INC. 401(K) PLAN | ALLSTON MA | 197 | $13.3M | $114K |
| 8 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $47K |
