Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investments - * Charles Schwab Trust Bank BlackRock Total Return Fund ** $ in their Schedule of Assets, totaling $6.8M 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 | ARMANINO ADVISORY LLC ARMANINO ADVISORY LLC 401(K) PROFIT SHARING PLAN | SAN RAMON CA | 2,584 | $347.4M | $6.8M |
