Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding BLACKROCK TOTAL RETURN - R in their Schedule of Assets, totaling $651K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHESTNUT PETROLEUM DISTRIBUTORS, CHESTNUT PETROLEUM DISTRIBUTORS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 438 | $6.9M | $206K |
| 2 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $109K |
| 3 | WILEY METAL FABRICATING, INC. |
MARION IN |
| 150 |
| $3.8M |
| $76K |
| 4 | FREEALLIANCE.COM LLC FREEALLIANCE.COM LLC 401(K) PROFIT SHARING PLAN & TRUST | RESTON VA | 413 | $5.2M | $67K |
| 5 | GOLF STIX DBA 2ND SWING GOLF 2ND SWING GOLF 401K PLAN | EDEN PRAIRIE MN | 264 | $10.7M | $65K |
| 6 | GORDON TECHNOLOGIES LLC GORDON TECHNOLOGIES 401(K) PLAN AND TRUST | SCOTT LA | 444 | $10.1M | $25K |
| 7 | ACCESS BIO INC ACCESS BIO 401(K) PLAN | MONROE TOWNSHIP NJ | 101 | $6.1M | $24K |
| 8 | NEIGHBORHOOD ASSISTANCE CORPORAT NEIGHBORHOOD ASSISTANCE CORPORATION OF AMERICA 401K PROF | BOSTON MA | 203 | $5.3M | $24K |
| 9 | TREKKER DISTRIBUTOR INC TREKKER DISTRIBUTOR INC 401(K) PLAN | DAVIE FL | 130 | $1.5M | $15K |
| 10 | ACL AIRSHOP, LLC ACL AIRSHOP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | GREENVILLE SC | 122 | $2.5M | $13K |
