Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Blackrock Total Return Instl. in their Schedule of Assets, totaling $29.0M 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 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $16.1M |
| 2 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $5.7M |
| 3 | BOARD OF TRUSTEES |
KAUKAUNA WI |
| 2,130 |
| $476.8M |
| $2.0M |
| 4 | NEWCOMB OIL CO., LLC NEWCOMB OIL CO., LLC PROFIT SHARING AND 401K SAVINGS PLAN | BARDSTOWN KY | 801 | $29.9M | $1.4M |
| 5 | PMC SPECIALTIES GROUP, INC. PMC CONSOLIDATED PENSION PLAN COVERING CERTAIN EMPLOYEE GROUPS | SUN VALLEY CA | 1 | $16.1M | $1.2M |
| 6 | US MARINE CORPORATION OCEAN PEACE, INC. 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 325 | $13.7M | $834K |
| 7 | MECHANICS BANK MECHANICS BANK 401(K) PROFIT SHARING PLAN & TRUST | MANSFIELD OH | 159 | $14.2M | $350K |
| 8 | CNY BUSINESS SOLUTIONS CNY 401K PLAN | NEW YORK NY | 47 | $13.5M | $323K |
| 9 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $275K |
| 10 | BURBANK HOUSING MANAGEMENT CORPORATION BURBANK HOUSING MANAGEMENT CORPORATION TAX DEFERRED ANNUITY | SANTA ROSA CA | 186 | $6.2M | $194K |
