Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Blackrock Total Return Mutual fund in their Schedule of Assets, totaling $37.8M 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 | GOODWIN PROCTER LLP GOODWIN PROCTER LLP PARTNERSHIP PROFIT SHARING SAVINGS PLAN | BOSTON MA | 1,958 | $985.5M | $11.2M |
| 2 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $6.9M |
| 3 | OVERHEAD DOOR CORPORATION |
LEWISVILLE TX |
| 3,286 |
| $293.4M |
| $4.3M |
| 4 | NATIONAL BEEF PACKING COMPANY, LLC NATIONAL BEEF 401(K) PLAN | KANSAS CITY MO | 4,623 | $130.8M | $3.6M |
| 5 | GOODWIN PROCTER LLP GOODWIN PROCTER LLP PARTNERSHIP PROFIT SHARING SAVINGS PLAN II | BOSTON MA | 1,066 | $294.6M | $3.3M |
| 6 | HALTON GROUP AMERICAS INC. HALTON GROUP AMERICAS INC. 401K PLAN | SCOTTSVILLE KY | 493 | $21.3M | $2.6M |
| 7 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 6,519 | $94.8M | $2.2M |
| 8 | G.W. VAN KEPPEL COMPANY G.W. VAN KEPPEL COMPANY RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 278 | $22.6M | $873K |
| 9 | BAY STATE MILLING COMPANY THE BAY STATE MILLING COMPANY RETIREMENT PLAN | QUINCY MA | 629 | $92.0M | $582K |
| 10 | O'NEILL VINTNERS & DISTILLERS O'NEILL VINTNERS & DISTILLERS 401(K) PLAN | PARLIER CA | 398 | $22.0M | $489K |
