Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Blackrock TOTAL RETURN A in their Schedule of Assets, totaling $4.2M 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 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $1.6M |
| 2 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $857K |
| 3 | IMS GEAR HOLDING INC |
GAINESVILLE GA |
| 448 |
| $16.9M |
| $380K |
| 4 | GEORGE INDUSTRIES, LLC GEORGE INDUSTRIES, LLC RETIREMENT SAVINGS PLAN | ENDICOTT NY | 117 | $7.5M | $310K |
| 5 | AMERICAN HERITAGE RAILWAYS, INC. AMERICAN HERITAGE RAILWAYS 401(K) PLAN | DURANGO CO | 523 | $8.4M | $277K |
| 6 | KIMCHUK, INC. KIMCHUK SAVINGS AND RETIREMENT PLAN | DANBURY CT | 79 | $14.1M | $223K |
| 7 | ARROW STRATEGIES, LLC ARROW STRATEGIES 401(K) PLAN | ROYAL OAK MI | 206 | $6.8M | $173K |
| 8 | SHENG-RAAMCO MANAGEMENT, INC. SHENG-RAAMCO MANAGEMENT INC. 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 140 | $7.9M | $146K |
| 9 | BIRMINGHAM FASTENER & SUPPLY INC BIRMINGHAM FASTENER & SUPPLY, INC. 401(K) PLAN | BIRMINGHAM AL | 497 | $24.0M | $133K |
| 10 | AMERICAN SPRAYTECH AMERICAN SPRAYTECH 401(K) | BRANCHBURG NJ | 473 | $8.3M | $47K |
