Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Blkrk Ttl Rtn K Mutual Fund in their Schedule of Assets, totaling $3.1M 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 | AUSTRIAN MOTORS CORP. AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN | GAITHERSBURG MD | 605 | $64.1M | $1.1M |
| 2 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $992K |
| 3 | FIRST CO. FIRST CO. 401(K) RETIREMENT PLAN |
DALLAS TX |
| 505 |
| $25.8M |
| $339K |
| 4 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $286K |
| 5 | J.V. MANUFACTURING, INC. J.V. MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN | SPRINGDALE AR | 354 | $18.7M | $182K |
| 6 | PRIMARY CARE SOLUTIONS, INC. PRIMARY CARE SOLUTIONS 401(K) PLAN | DALLAS TX | 148 | $3.6M | $48K |
| 7 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $36K |
| 8 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $36K |
| 9 | T. R. MILLER MILL COMPANY, INC. T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BREWTON AL | 171 | $14.9M | $32K |
| 10 | MIURA AMERICA CO. LTD. MIURA AMERICA CO. LTD. RETIREMENT PLAN | ROCKMART GA | 178 | $9.7M | $31K |
