Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Blackrock total Return K Mutual Fund N/A in their Schedule of Assets, totaling $15.1M 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 | FIRST BRANDS GROUP, LLC FIRST BRANDS GROUP 401(K) PLAN | CLEVELAND OH | 6,024 | $302.9M | $4.9M |
| 2 | MEDICAL MUTUAL INSURANCE COMPANY OF NORTH CAROLINA CURI 401(K) PLAN | RALEIGH NC | 246 | $48.0M | $3.9M |
| 3 | EARNHARDT MANAGMENT COMPANY EARNHARDT'S SAVINGS PLAN |
CHANDLER AZ |
| 1,661 |
| $75.8M |
| $3.6M |
| 4 | NORTHWEST PIPE FITTINGS, INC. NORTHWEST PIPE FITTINGS, INC 401(K) PROFIT SHARING PLAN | BILLINGS MT | 159 | $14.2M | $1.2M |
| 5 | PRIMARY SURGICAL, INC. ZB DAVIS 401(K) PLAN | SIOUX FALLS SD | 114 | $26.7M | $873K |
| 6 | ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC 401(K) RETIREMENT PLAN | RALEIGH NC | 176 | $14.3M | $344K |
| 7 | GIRL SCOUTS OF ORANGE COUNTY 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY | IRVINE CA | 91 | $7.8M | $114K |
| 8 | AMBITIONS, INC AMBITIONS 401 K PLAN | LAS VEGAS NV | 1,110 | $25.0M | $107K |
| 9 | APPLIED TALENT RESOURCES LLC APPLIED TALENT RESOURCES LLC 401(K)PLAN | DALLAS TX | 165 | $1.6M | $1K |
