Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Blackrock Sustainable Advantage Large Cap Core in their Schedule of Assets, totaling $665K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEFENDER ASSOCIATION OF PHILADELPHIA DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN | PHILADELPHIA PA | 718 | $142.5M | $345K |
| 2 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $296K |
| 3 | CAROLE ROBERTSON CENTER FOR LEARNING CAROLE ROBERTSON CENTER FOR LEARNING RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 304 |
| $4.4M |
| $25K |
