Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Blackrock Total Return Instl Registered Investment Company in their Schedule of Assets, totaling $7.4M 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 | PIERCE ATWOOD LLP PIERCE ATWOOD LLP 401(K) PLAN | PORTLAND ME | 260 | $138.1M | $3.6M |
| 2 | OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC 401(K) PLAN | OLYMPIA WA | 376 | $52.8M | $2.2M |
| 3 | POWER WELLNESS MANAGEMENT, LLC POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN |
LOMBARD IL |
| 741 |
| $23.9M |
| $868K |
| 4 | CLARK PACIFIC CLARK PACIFIC 401(K) PLAN | WEST SACRAMENTO CA | 332 | $57.8M | $683K |
| 5 | TOM FORD RETAIL LLC TOM FORD RETAIL LLC 401(K) PLAN | NEW YORK NY | 150 | $9.6M | $55K |
| 6 | CLARK PACIFIC CLARK PACIFIC UNION 401(K) PLAN | WEST SACRAMENTO CA | 670 | $4.4M | $7K |
