Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLKRK LP DYN RET K Mutual fund in their Schedule of Assets, totaling $5.3M 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 | $4.2M |
| 2 | CF FOUNDATION, INC. CF FOUNDATION, INC. SALARY DEFERRAL PLAN | ATLANTA GA | 151 | $13.7M | $971K |
| 3 | STRATUS UNLIMITED, LLC STRATUS UNLIMITED, LLC 401(K) PLAN |
MENTOR OH |
| 1,167 |
| $49.1M |
| $98K |
