Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding BLKRK LP IDX 2065 K in their Schedule of Assets, totaling $3.8M 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 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $1.0M |
| 2 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $795K |
| 3 | GUIDEPOINT SECURITY, LLC GUIDEPOINT SECURITY, LLC 401(K) PLAN |
| 969 |
| $71.0M |
| $599K |
| 4 | WENGER CORPORATION WENGER CORPORATION RETIREMENT SAVINGS PLAN | OWATONNA MN | 557 | $108.4M | $337K |
| 5 | PADILLA SPEER BEARDSLEY INC. AVENIR GLOBAL US RETIREMENT PLAN | MINNEAPOLIS MN | 180 | $39.6M | $282K |
| 6 | THE HONEY BAKED HAM COMPANY, LLC THE HONEY BAKED HAM COMPANY, LLC 401K PLAN AND TRUST | ALPHARETTA GA | 4,415 | $37.4M | $221K |
| 7 | LOR, INC. LOR, INC. 401(K) PLAN | ATLANTA GA | 600 | $70.4M | $203K |
| 8 | BOLD NORTH AMERICA, LLC BOLD NORTH AMERICA, LLC 401(K) PLAN | DELRAY BEACH FL | 208 | $17.5M | $146K |
| 9 | VISTA HIGHER LEARNING, INC. VISTA HIGHER LEARNING, INC. 401(K) PLAN | BOSTON MA | 198 | $27.5M | $120K |
| 10 | ASPEN GROUP, INC. ASPEN GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PHOENIX AZ | 670 | $5.7M | $86K |
