Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BLKRK HI YLD PORTFOLIO - INVSTR A SHARES MUTUAL FUNDS in their Schedule of Assets, totaling $312K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAMILY HEALTH CENTER OF SOUTHERN OKLAHOMA, INC. FAMILY HEALTH CENTER 401(K) PLAN | TISHOMINGO OK | 157 | $4.4M | $241K |
| 2 | GENEVA FINANCIAL, LLC GENEVA FINANCIAL, LLC 401(K) PLAN | CHANDLER AZ | 487 | $5.3M | $71K |
