Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Blackrock Sustainable BAL INST in their Schedule of Assets, totaling $12.7M 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 | GENERAL COMMITTEE OF ADJUSTMENT FOR THE LINES, CSX-WESTERN LINES, CSX- BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS EMPLOYEES OF CSX TRANSPORTATION INC. | WEST SENECA NY | 4,908 | $903.1M | $10.3M |
| 2 | HAMRICKS, INC. HAMRICKS CORPORATION 401(K) RETIREMENT PLAN | GAFFNEY SC | 559 | $11.2M | $2.4M |
