Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding BLKRK LP IDX 2060 K in their Schedule of Assets, totaling $36.3M 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 | BOHLER ENGINEERING P.C. BOHLER ENGINEERING P.C. 401(K) PLAN | WARREN NJ | 924 | $141.3M | $14.0M |
| 2 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $6.1M |
| 3 | PHIL LONG DEALERSHIPS, INC. PHIL LONG DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN |
COLORADO SPRINGS CO |
| 1,408 |
| $64.7M |
| $4.4M |
| 4 | GUIDEPOINT SECURITY, LLC GUIDEPOINT SECURITY, LLC 401(K) PLAN | HERNDON VA | 969 | $71.0M | $3.1M |
| 5 | BOLD NORTH AMERICA, LLC BOLD NORTH AMERICA, LLC 401(K) PLAN | DELRAY BEACH FL | 208 | $17.5M | $1.8M |
| 6 | COLUMBIA ASSOCIATION, INC. THE COLUMBIA ASSOCIATION, INC. INCENTIVE SAVINGS PLAN | COLUMBIA MD | 961 | $58.6M | $1.8M |
| 7 | WENGER CORPORATION WENGER CORPORATION RETIREMENT SAVINGS PLAN | OWATONNA MN | 557 | $108.4M | $989K |
| 8 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $845K |
| 9 | LOR, INC. LOR, INC. 401(K) PLAN | ATLANTA GA | 600 | $70.4M | $566K |
| 10 | SYNAMEDIA AMERICAS LLC SYNAMEDIA 401(K) PLAN | LAWRENCEVILLE GA | 143 | $34.5M | $565K |
