Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLKRK EQUITY DIV I in their Schedule of Assets, totaling $11.9M 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 | ERCOT ELECTRIC RELIABILITY COUNCIL OF TEXAS 401(K) SAVINGS PLAN | TAYLOR TX | 959 | $464.9M | $9.1M |
| 2 | ORION ORION 401(K) RETIREMENT PLAN | HOUSTON TX | 1,684 | $82.8M | $2.4M |
| 3 | TEXAS PARTNERS BANK TEXAS PARTNERS BANK 401(K) | SAN ANTONIO |
| 464 |
| $43.1M |
| $442K |
