Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock Systematic Multi-Strategy Fund Mutual fund in their Schedule of Assets, totaling $170.4M 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 | ERNST & YOUNG U.S. LLP ERNST & YOUNG PARTNERSHIP DEFINED BENEFIT RETIREMENT PLAN | SECAUCUS NJ | 3,712 | $3.0B | $88.4M |
| 2 | ERNST & YOUNG U.S. LLP ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN | SECAUCUS NJ | 44,043 | $2.4B | $81.8M |
| 3 | LATHAM CENTERS, INC. LATHAM CENTERS RETIREMENT PLAN |
YARMOUTH PORT MA |
| 255 |
| $9.4M |
| $198K |