Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding BLKRK LP IDX 2040 K in their Schedule of Assets, totaling $62.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GUIDEPOINT SECURITY, LLC GUIDEPOINT SECURITY, LLC 401(K) PLAN | HERNDON VA | 969 | $71.0M | $10.4M |
| 2 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $10.4M |
| 3 | WENGER CORPORATION WENGER CORPORATION RETIREMENT SAVINGS PLAN |
OWATONNA MN |
| 557 |
| $108.4M |
| $7.7M |
| 4 | PADILLA SPEER BEARDSLEY INC. AVENIR GLOBAL US RETIREMENT PLAN | MINNEAPOLIS MN | 180 | $39.6M | $4.8M |
| 5 | COLUMBIA ASSOCIATION, INC. THE COLUMBIA ASSOCIATION, INC. INCENTIVE SAVINGS PLAN | COLUMBIA MD | 961 | $58.6M | $4.3M |
| 6 | PHIL LONG DEALERSHIPS, INC. PHIL LONG DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 1,408 | $64.7M | $4.0M |
| 7 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $4.0M |
| 8 | BOHLER ENGINEERING P.C. BOHLER ENGINEERING P.C. 401(K) PLAN | WARREN NJ | 924 | $141.3M | $3.5M |
| 9 | THE HONEY BAKED HAM COMPANY, LLC THE HONEY BAKED HAM COMPANY, LLC 401K PLAN AND TRUST | ALPHARETTA GA | 4,415 | $37.4M | $3.1M |
| 10 | VISTA HIGHER LEARNING, INC. VISTA HIGHER LEARNING, INC. 401(K) PLAN | BOSTON MA | 198 | $27.5M | $2.9M |
