Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding BlackRock Total Return Fund Registered investment company in their Schedule of Assets, totaling $10.1M 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 | BANNER HEALTH BANNER HEALTH EMPLOYEES 403(B) PLAN | PHOENIX AZ | 11,429 | $172.5M | $4.0M |
| 2 | AVANTOR FUNDING, INC. AVANTOR RETIREMENT SAVINGS 401(K) PLAN AND TRUST | RADNOR PA | 5,274 | $648.0M | $2.9M |
| 3 | MENDOCINO FOREST PRODUCTS CO., LLC, ET AL MENDO GROUP SAVINGS AND PROFIT SHARING PLAN |
CALPELLA CA |
| 932 |
| $89.3M |
| $2.6M |
| 4 | ANCON MARINE, INC. ANCON MARINE, INC. 401(K) PLAN | LOS ALAMITOS CA | 562 | $16.0M | $459K |
| 5 | SUNS LEGACY PARTNERS PHOENIX SUNS 401(K) SALARY SAVINGS PLAN | PHOENIX AZ | 475 | $41.8M | $129K |
| 6 | STANLEY AUTOMOTIVE ENTERPRISES, INC. STANLEY AUTO GROUP 401(K) PLAN | DALLAS TX | 213 | $2.6M | $37K |
