Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding BLKRK LP IDX 2040 K Registered investment company in their Schedule of Assets, totaling $23.6M 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 | ADVENTIST HEALTH SYSTEM/WEST, INC. ADVENTIST HEALTH 403(B) ERISA PLAN | ROSEVILLE CA | 1,450 | $226.5M | $15.2M |
| 2 | UTAH COMMUNITY CREDIT UNION UTAH COMMUNITY FEDERAL CREDIT UNION RETIREMENT PLAN | PROVO UT | 565 | $38.8M | $4.6M |
| 3 | FLORES & ASSOCIATES, LLC |
CHARLOTTE NC |
| 299 |
| $14.3M |
| $2.0M |
| 4 | CROWDSTREET, INC. CROWDSTREET, INC. 401(K) PLAN | AUSTIN TX | 106 | $9.2M | $862K |
| 5 | AG CONSULTING PARTNERS AG CONSULTING PARTNERS 401(K) PLAN | NEWCASTLE WA | 100 | $5.3M | $576K |
| 6 | HEALTH GORILLA INC. HEALTH GORILLA INC 401(K) PLAN | CORAL GABLES FL | 53 | $3.9M | $406K |
