Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BlackRock Total Return I Fund in their Schedule of Assets, totaling $2.4M 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 | SPENCER GIFTS LLC SPENCER GIFTS LLC 401(K) PLAN | EGG HARBOR TOWNSHIP NJ | 4,222 | $71.0M | $2.1M |
| 2 | VITECH SYSTEMS GROUP VITECH SYSTEMS SUB, LLC 401(K) PLAN | NEW YORK NY | 412 | $101.1M | $162K |
| 3 | PACE SOUTHEAST MICHIGAN PACE SOUTHEAST MICHIGAN 401(K) PLAN |
SOUTHFIELD MI |
| 936 |
| $19.7M |
| $85K |
| 4 | LYON SHIPYARD, INC. LYON SHIPYARD, INC. 401(K) PLAN | NORFOLK VA | 180 | $8.0M | $46K |
