Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BLKRK LP DYN 2040 K Mutual fund in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STOCK DEVELOPMENT ASSOCIATES, INC. STOCK DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 599 | $27.3M | $2.2M |
| 2 | CF FOUNDATION, INC. CF FOUNDATION, INC. SALARY DEFERRAL PLAN | ATLANTA GA | 151 | $13.7M | $761K |
