Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock Total Return Instl Mutual funds in their Schedule of Assets, totaling $3.4M 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 | TIREHUB, LLC TIREHUB 401(K) PLAN | DUNWOODY GA | 1,556 | $64.7M | $2.8M |
| 2 | ZEMBA BROS., INC. ZEMBA BROS., INC. 401(K) PROFIT SHARING PLAN | ZANESVILLE OH | 182 | $10.7M | $518K |
| 3 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 64 |
| $68.3M |
| $100K |
