Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blkrk Hlth Scnc Oppr Inst Mutual Fund in their Schedule of Assets, totaling $893K 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 | KOAM ENGINEERING SYSTEMS, INC. KOAM ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 152 | $20.3M | $523K |
| 2 | LULA-WESTFIELD, L.L.C. LULA-WESTFIELD, L.L.C. SAVINGS PLAN | PAINCOURTVILLE LA | 127 | $15.4M | $230K |
| 3 | GULF COAST BANK & TRUST COMPANY |
NEW ORLEANS LA |
| 934 |
| $71.0M |
| $122K |
| 4 | T. R. MILLER MILL COMPANY, INC. T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BREWTON AL | 171 | $14.9M | $10K |
| 5 | CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN | CLEARWATER FL | 272 | $4.0M | $8K |
