Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Blackrock Total Return Fund K Mutual fund - in their Schedule of Assets, totaling $22.2M 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 | ARM, INC. ARM, INC. 401(K) SAVINGS PLAN | AUSTIN TX | 1,539 | $533.1M | $8.5M |
| 2 | CASTLE & COOKE, INC. 401(K) PLAN FOR EMPLOYEES OF CASTLE & COOKE, INC. AND PARTICIPATING DIVISIONS AND SUBSIDIARIES | WESTLAKE VILLAGE CA | 508 | $114.7M | $4.2M |
| 3 | DALLAS COWBOYS FOOTBALL CLUB, LTD. |
FRISCO TX |
| 862 |
| $102.3M |
| $3.4M |
| 4 | OLYMPIC STEEL, INC., AN OHIO CORPORATION OLYMPIC STEEL, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | HIGHLAND HILLS OH | 1,167 | $95.6M | $2.5M |
| 5 | HEFFERNAN INSURANCE BROKERS HEFFERNAN INSURANCE BROKERS 401(K) PLAN | WALNUT CREEK CA | 782 | $129.7M | $1.7M |
| 6 | BUC-EE'S, LTD. COMPANY SAVINGS PLAN | LAKE JACKSON TX | 6,149 | $70.8M | $875K |
| 7 | PACIFIC LANDMARK LIMITED PACIFIC LANGHAM 401(K) PLAN | SAN FRANCISCO CA | 1,396 | $50.9M | $487K |
| 8 | NEIGHBORHEALTH NEIGHBORHEALTH 403(B) PLAN | EAST BOSTON MA | 169 | $31.2M | $148K |
| 9 | MAYFAIR ENTERPRISES MAYFAIR ENTERPRISES, LLC 401(K) PLAN | CLEVELAND OH | 934 | $35.6M | $122K |
| 10 | VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP EVERYSTEP 401(K) PLAN | DES MOINES IA | 316 | $16.1M | $65K |
