Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Blackrock Total Return K Fund Mutual Fund in their Schedule of Assets, totaling $9.0M 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 | AMERICAN REGENT, INC. AMERICAN REGENT, INC. 401(K) AND PROFIT SHARING PLAN | SHIRLEY NY | 1,376 | $255.2M | $3.8M |
| 2 | THE SUDDATH COMPANIES THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,719 | $89.9M | $3.0M |
| 3 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN |
EDISON NJ |
| 200 |
| $18.4M |
| $1.1M |
| 4 | WHITTIER COLLEGE WHITTIER COLLEGE 403(B) PLAN | WHITTIER CA | 399 | $145.2M | $433K |
| 5 | WPG AMERICAS, INC. WPG AMERICAS, INC. 401K PLAN | SAN JOSE CA | 83 | $10.2M | $359K |
| 6 | AWESOME AWESOME 401(K) PLAN | SAN FRANCISCO CA | 164 | $42.5M | $202K |
| 7 | SOLID BUSINESS SOLUTIONS, LLC SOLID BUSINESS SOLUTIONS 401(K) PLAN | RICHMOND TX | 218 | $14.5M | $62K |
| 8 | RTS HOLDING, INC., A DELAWARE CORPORATION RTS HOLDING, INC. 401(K) PLAN | NEW YORK NY | 90 | $4.5M | $19K |
