Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Blackrock Total return in their Schedule of Assets, totaling $23.2M 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $11.0M |
| 2 | BBR PARTNERS, LLC BBR PARTNERS, LLC RETIREMENT PLAN | NEW YORK NY | 174 | $44.2M | $2.4M |
| 3 | RIVIERA FINANCE, LLC RIVIERA FINANCE, LLC 401(K) PLAN | REDONDO BEACH CA | 122 | $30.1M | $2.2M |
| 4 | NEW JERSEY EDUCATION ASSOCIATION NJEA SUPPLEMENTAL SAVINGS PLAN | TRENTON NJ | 392 | $67.4M | $1.5M |
| 5 | MIGHTYHIVE INC. S4 CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 1,788 | $159.8M | $903K |
| 6 | THE KENDAL CORPORATION THE KENDAL CORPORATION 403(B) PLAN | NEWARK DE | 1,756 | $73.4M | $791K |
| 7 | LOC PERFORMANCE PRODUCTS, INC. LOC PERFORMANCE PRODUCTS, INC. 401(K) PLAN | PLYMOUTH MI | 688 | $36.1M | $740K |
| 8 | JSJ CORPORATION JSJ CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN | GRAND HAVEN MI | 927 | $128.2M | $674K |
| 9 | LOC PERFORMANCE PRODUCTS, LLC LOC PERFORMANCE PRODUCTS, LLC BARGAINING UNIT EMPLOYEES RETIREMENT PLAN | PLYMOUTH MI | 375 | $24.8M | $525K |
| 10 | LOC PERFORMANCE PRODUCTS, LLC LOC PERFORMANCE PRODUCTS, LLC 401(K) PLAN | PLYMOUTH MI | 653 | $47.0M | $487K |
