Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BLACKROCK STRATEGIC INCOME OPPS K Mutual Funds N/A 13 CLEARBRIDGE SMALL CAP GROWTH IS Mutual Funds N/A in their Schedule of Assets, totaling $21K 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 | BRAINTREE GROUP, LLC THE 401(K) GROUP PLAN | BOISE ID | 569 | $4.9M | $21K |
