Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BLKRK 40/60 TA K in their Schedule of Assets, totaling $632K 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 | NC EMPLOYMENT GROUP, INC. NEAL COMMUNITIES 401(K) PLAN | SARASOTA FL | 344 | $37.0M | $625K |
| 2 | SHEPARD EXPOSITION SERVICES, INC. SHEPARD EXPOSITION SERVICES, INC. 401(K) PLAN | ATLANTA GA | 876 | $39.0M | $7K |