Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 558 U.S. retirement plans report holding Blackrock Total Return-K in their Schedule of Assets, totaling $306.2M 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 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 27,547 | $7.5B | $83.9M |
| 2 | RAYTHEON COMPANY RAYTHEON COMPANY DISABILITY PLAN | FARMINGTON CT | 23,349 | $64.1M | $41.7M |
| 3 | KATTEN MUCHIN ROSENMAN LLP KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN |
CHICAGO IL |
| 1,113 |
| $793.3M |
| $22.8M |
| 4 | GENESIS ADMINISTRATIVE SERVICES LLC GENESIS ADMINISTRATIVE SERVICES 401(K) PLAN #1 | KENNETT SQUARE PA | 18,042 | $981.4M | $21.3M |
| 5 | KYOCERA AVX COMPONENTS CORPORATION AVX GREENVILLE LLC 401(K) PLAN | FOUNTAIN INN SC | 1,261 | $227.9M | $7.1M |
| 6 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UVA PHYSICIANS GROUP RETIREMENT PLAN | CHARLOTTESVILLE VA | 1,415 | $139.4M | $6.2M |
| 7 | ASPLUNDH TREE EXPERT, LLC ASPLUNDH TREE EXPERT, LLC PROFIT SHARING PLAN | WILLOW GROVE PA | 2,468 | $342.7M | $6.1M |
| 8 | INTERCEPT PHARMACEUTICALS, INC. INTERCEPT PHARMA 401(K) PLAN | MORRISTOWN NJ | 250 | $50.7M | $4.7M |
| 9 | BLOMMER CHOCOLATE COMPANY, LLC. THE BLOMMER CHOCOLATE COMPANY EMPLOYEES' PROFIT- SHARING AND 401K PLAN | CHICAGO IL | 599 | $101.3M | $3.7M |
| 10 | LINCOLN INDUSTRIES, INC. LINCOLN INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN | LINCOLN NE | 652 | $72.1M | $3.6M |
