Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BLACKROCK TOTAL RETURN PORT GM MUTUAL FUNDS in their Schedule of Assets, totaling $7.8M 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 | P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN | NEWPORT KY | 2,239 | $49.7M | $2.7M |
| 2 | REDNERS MARKETS, INC. REDNERS MARKETS, INC. PRE-TAX SAVINGS PLAN | READING PA | 2,663 | $47.8M | $1.8M |
| 3 | METALICO, INC. METALICO, INC. SAVINGS PLAN |
CRANFORD NJ |
| 414 |
| $12.5M |
| $1.7M |
| 4 | SCHAUMBURG TOYOTA, INC. SCHAUMBURG TOYOTA, INC. PROFIT SHARING AND 401(K) PLAN | SCHAUMBURG IL | 273 | $33.7M | $1.6M |