Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BlackRock Total Return IS in their Schedule of Assets, totaling $5.1M 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 | PROMEDICA HEALTH SYSTEM, INC. PROMEDICA HEALTH SYSTEM, INC. 403(B) PLAN | TOLEDO OH | 3,561 | $200.5M | $3.4M |
| 2 | PECKHAM INDUSTRIES, INC. PECKHAM INDUSTRIES, INC. DEFERRED COMPENSATION PROFIT SHARING THRIFT PLAN | BREWSTER NY | 711 | $91.4M | $1.8M |