Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding BLKRK LP IDX RTMT K in their Schedule of Assets, totaling $43.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IMS COMPANIES, LLC IMS COMPANIES, LLC RETIREMENT SAVINGS PLAN | DES PLAINES IL | 526 | $26.3M | $6.8M |
| 2 | WENGER CORPORATION WENGER CORPORATION RETIREMENT SAVINGS PLAN | OWATONNA MN | 557 | $108.4M | $6.7M |
| 3 | COLUMBIA ASSOCIATION, INC. THE COLUMBIA ASSOCIATION, INC. INCENTIVE SAVINGS PLAN |
COLUMBIA MD |
| 961 |
| $58.6M |
| $5.7M |
| 4 | PHIL LONG DEALERSHIPS, INC. PHIL LONG DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 1,408 | $64.7M | $5.3M |
| 5 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $4.7M |
| 6 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $3.4M |
| 7 | BOHLER ENGINEERING P.C. BOHLER ENGINEERING P.C. 401(K) PLAN | WARREN NJ | 924 | $141.3M | $2.5M |
| 8 | THE HONEY BAKED HAM COMPANY, LLC THE HONEY BAKED HAM COMPANY, LLC 401K PLAN AND TRUST | ALPHARETTA GA | 4,415 | $37.4M | $2.0M |
| 9 | GUIDEPOINT SECURITY, LLC GUIDEPOINT SECURITY, LLC 401(K) PLAN | HERNDON VA | 969 | $71.0M | $1.7M |
| 10 | LOR, INC. LOR, INC. 401(K) PLAN | ATLANTA GA | 600 | $70.4M | $1.5M |
