Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock Tactical Opportunities Fund in their Schedule of Assets, totaling $500K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, BAY AREA ROOFERS HEALTH AND WELFARE ROOFERS HEALTH AND WELFARE PLAN | SAN JOSE CA | 2,043 | $41.0M | $295K |
| 2 | BOYS & GIRLS CLUBS OF AMERICA BOYS & GIRLS CLUB WORKERS ASSOCIATION | LEXINGTON KY | 7,281 | $14.5M | $181K |
| 3 | PENTEGRA SERVICES, INC THE BALDWIN GROUP PEP |
WHITE PLAINS NY |
| 2,400 |
| $5.5M |
| $25K |
