Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Blackrock Total Return K Registered investment company 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 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN | PRINCETON NJ | 9,201 | $1.7B | $17.8M |
| 2 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $10.7M |
| 3 | GLIDE FOUNDATION GLIDE FOUNDATION 403(B) PLAN |
SAN FRANCISCO CA |
| 184 |
| $10.6M |
| $1.9M |
| 4 | DOWNEY BRAND LLP DOWNEY BRAND LLP EMPLOYEE RETIREMENT PLAN | SACRAMENTO CA | 148 | $96.9M | $1.7M |
| 5 | HUSCO INTERNATIONAL, INC. HUSCO INTERNATIONAL, INC. SAVINGS PLAN | WAUKESHA WI | 726 | $128.1M | $1.2M |
| 6 | GELMAN, ROSENBERG & FREEDMAN, PC GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 182 | $36.5M | $636K |
| 7 | BIERY CHEESE COMPANY BIERY CHEESE COMPANY EMPLOYEES PROFIT SHARING PLAN | LOUISVILLE OH | 389 | $20.4M | $582K |
| 8 | SKIDMORE COLLEGE SKIDMORE 403(B) RETIREMENT PLAN | SARATOGA SPRINGS NY | 1,752 | $368.4M | $384K |
| 9 | BIONTECH US INC. BIONTECH US 401(K) PLAN | CAMBRIDGE MA | 802 | $71.6M | $318K |
| 10 | DATAROBOT, INC DATAROBOT 401(K) PLAN | BOSTON MA | 353 | $47.7M | $160K |
