Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding BlackRock Total Return K BlackRock 0 in their Schedule of Assets, totaling $3.3M 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 | OPPORTUNE LLP OPPORTUNE LLP 401(K) PLAN | HOUSTON TX | 261 | $25.7M | $505K |
| 2 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $465K |
| 3 | STANDARD HEATING & AIR CONDITIONING, INC. STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN |
MINNEAPOLIS MN |
| 117 |
| $21.4M |
| $376K |
| 4 | CRESTEK, INC AND SUBSIDIARIES FKA CREST ULTRASONICS CRESTEK DEFERRED SAVINGS PLAN FKA CREST UTHE DEFERRED SAVINGS PLAN | EWING NJ | 122 | $8.1M | $270K |
| 5 | METROPOLITAN ANESTHESIA CONSULTANTS, LLP METRO/IPN 401(K) PLAN | DALLAS TX | 205 | $68.5M | $261K |
| 6 | FESTIVAL FUN PARKS, LLC PALACE ENTERTAINMENT 401(K) PLAN | HOMESTEAD PA | 795 | $31.9M | $149K |
| 7 | AXTELLA, LLC AXTELLA, LLC 401(K) PLAN | ANN ARBOR MI | 146 | $16.1M | $146K |
| 8 | OAKLAND MANAGEMENT CORP OAKLAND MANAGEMENT TAX-DEFERRED SAVINGS PLAN | FARMINGTON HILLS MI | 1,005 | $19.6M | $137K |
| 9 | SOUTHERN STATES AUTOMOTIVE MGMT. GROUP LLC SOUTHERN STATES AUTOMOTIVE MGMT. GROUP LLC 401(K) PLAN | RALEIGH NC | 166 | $5.7M | $125K |
| 10 | TFP CORPORATION TFP CORPORATION 401(K) RETIREMENT PLAN | MEDINA OH | 164 | $19.8M | $106K |