Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BlackRock Total Return Fund Institutional Shares Mutual fund in their Schedule of Assets, totaling $28.7M 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 | ACUSHNET COMPANY ACUSHNET COMPANY 401(K) PLAN | FAIRHAVEN MA | 3,312 | $637.7M | $26.5M |
| 2 | LORETTO MANAGEMENT CORPORATION LORETTO EMPLOYEE 401(K) SAVINGS PLAN | SYRACUSE NY | 635 | $53.3M | $1.8M |
| 3 | THARANCO GROUP, INC. THARANCO GROUP, INC. 401(K) PLAN |
SECAUCUS NJ |
| 333 |
| $14.1M |
| $199K |
| 4 | A.D. MAKEPEACE COMPANY A.D. MAKEPEACE COMPANY 401(K) PLAN | WAREHAM MA | 111 | $12.9M | $100K |
