Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Blackrock Total Return K Mutual fund in their Schedule of Assets, totaling $35.7M 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 | AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE TN | 18,577 | $1.8B | $10.9M |
| 2 | THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE CA | 784 | $68.2M | $4.3M |
| 3 | REINICKE ATHENS INC. REINICKE ATHENS INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN |
ATHENS GA |
| 215 |
| $21.3M |
| $2.6M |
| 4 | BOSTON HEALTHCARE FOR HOMELESS BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN | BOSTON MA | 432 | $22.0M | $2.5M |
| 5 | AXOGEN CORPORATION AXOGEN CORPORATION 401(K) PLAN | TAMPA FL | 448 | $37.6M | $1.9M |
| 6 | DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC. DIAGNOSTIC PATHOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 158 | $57.1M | $1.3M |
| 7 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $943K |
| 8 | MNS ENGINEERS, INC. MNS ENGINEERS, INC. 401(K) PLAN | SANTA BARBARA CA | 210 | $30.0M | $942K |
| 9 | SAPUTO CHEESE USA INC. SAPUTO USA 401(K) PLAN | MILWAUKEE WI | 7,523 | $649.9M | $937K |
| 10 | OLSON URBAN HOUSING, LLC THE OLSON COMPANY 401(K) PLAN AND TRUST | SEAL BEACH CA | 69 | $17.0M | $814K |
