Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BLK IMPACT MORTGAGE FD INV A in their Schedule of Assets, totaling $149K 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 | SHENG-RAAMCO MANAGEMENT, INC. SHENG-RAAMCO MANAGEMENT INC. 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 140 | $7.9M | $68K |
| 2 | LEWIS PR INC LEWIS PR INC 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 95 | $10.7M | $43K |
| 3 | ARROW STRATEGIES, LLC ARROW STRATEGIES 401(K) PLAN |
ROYAL OAK MI |
| 206 |
| $6.8M |
| $37K |
| 4 | ADVANCED MEDICAL MANAGEMENT,INC. ADVANCED MEDICAL MANAGEMENT INC. RETIREMENT PLAN | LONG BEACH CA | 177 | $4.3M | $1K |