Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Blkrk Ttl Rtn K Mutual Fund in their Schedule of Assets, totaling $955K 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 | FIRST CO. FIRST CO. 401(K) RETIREMENT PLAN | DALLAS TX | 505 | $25.8M | $339K |
| 2 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $286K |
| 3 | SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN |
OMAHA NE |
| 688 |
| $50.3M |
| $162K |
| 4 | PRIMARY CARE SOLUTIONS, INC. PRIMARY CARE SOLUTIONS 401(K) PLAN | DALLAS TX | 148 | $3.6M | $48K |
| 5 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $36K |
| 6 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $36K |
| 7 | T. R. MILLER MILL COMPANY, INC. T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BREWTON AL | 171 | $14.9M | $32K |
| 8 | COASTAL GULF & INTERNATIONAL, INC. COASTAL GULF & INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | KENNER LA | 190 | $8.4M | $11K |
| 9 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $6K |
