Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BLKRK 80/20 TA K in their Schedule of Assets, totaling $2.8M 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 | $2.7M |
| 2 | ACME INDUSTRIES, INC. ACME INDUSTRIES, INC. EMPLOYEE 401(K) INCENTIVE PLAN | ELK GROVE VILLAGE IL | 131 | $11.4M | $61K |
| 3 | HEALTHAXIS GROUP, LLC HEALTHAXIS GROUP, LLC 401(K) PLAN |
TAMPA FL |
| 207 |
| $16.8M |
| $55K |
| 4 | GUIDEPOINT SECURITY, LLC GUIDEPOINT SECURITY, LLC 401(K) PLAN | HERNDON VA | 969 | $71.0M | $1K |
