Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock Total Return Fund Class K Mutual Fund in their Schedule of Assets, totaling $5.2M 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 | LAKESHORE BONE & JOINT INSTITUTE, P.C. LAKESHORE BONE & JOINT INSTITUTE RETIREMENT PLAN | CHESTERTON IN | 287 | $57.7M | $2.9M |
| 2 | SIGNATURE MEDICAL GROUP, INC. SIGNATURE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SAINT LOUIS MO | 313 | $115.5M | $1.5M |
| 3 | SACRAMENTO CREDIT UNION |
SACRAMENTO CA |
| 86 |
| $18.2M |
| $374K |
| 4 | GRAHAM CAPITAL MANAGEMENT, L.P. GRAHAM PROFIT SHARING PLAN | NORWALK CT | 178 | $94.0M | $274K |
| 5 | TWS ACQUISITION CORPORATION STRATATECH EDUCATION GROUP 401(K) PLAN | PHOENIX AZ | 340 | $11.0M | $117K |
| 6 | JON WAYNE HEATING & AIR CONDITIONING, LTD. JON WAYNE HEATING & AIR CONDITIONING, LTD. 401(K) PLAN | SAN ANTONIO TX | 255 | $3.6M | $8K |
| 7 | SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 98 | $21.1M | $2K |
