Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLACKROCK TOTAL RETURN FUND K MUTUAL FUNDS in their Schedule of Assets, totaling $12.9M 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 | MASTEC, INC. THE MASTEC, INC. 401(K) RETIREMENT PLAN | CORAL GABLES FL | 23,943 | $736.0M | $6.3M |
| 2 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $5.7M |
| 3 | YPO, INC. YPO, INC. 401(K) PLAN & TRUST |
| 277 |
| $32.0M |
| $804K |