Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Blkrk Lp Idx 2060 K Mutual fund in their Schedule of Assets, totaling $25.6M 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 | SONOS, INC. SONOS, INC. 401(K) PLAN | GOLETA CA | 1,152 | $207.9M | $12.2M |
| 2 | FORM TECHNOLOGIES, INC. FORM TECHNOLOGIES 401(K) PLAN | CHARLOTTE NC | 1,250 | $159.0M | $3.7M |
| 3 | AUDITBOARD, INC. AUDITBOARD, INC. 401(K) PLAN | CERRITOS CA |
| 704 |
| $41.4M |
| $3.4M |
| 4 | REMCO, INC. REMCO, INC. EMPLOYEES 401(K) PLAN | MECHANICSBURG PA | 837 | $45.4M | $2.4M |
| 5 | DAVID SUTHERLAND, LLC DAVID SUTHERLAND LLC 401(K) PLAN | DALLAS TX | 281 | $18.5M | $1.4M |
| 6 | ESA MANAGEMENT, LLC ESA MANAGEMENT, LLC 401(K) PLAN | CHARLOTTE NC | 7,288 | $80.9M | $1.2M |
| 7 | REVHEALTH REVHEALTH 401(K) PLAN | MORRISTOWN NJ | 136 | $17.1M | $920K |
| 8 | IXP CORPORATION IXP CORPORATION 401(K) SALARY REDUCTION PLAN | PRINCETON NJ | 148 | $9.5M | $352K |
