Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Transamerica Financial Life Insurance Company Blackrock Equity Dividend Ret Acct in their Schedule of Assets, totaling $3.2M 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 | MONTANA HEALTH NETWORK MONTANA HEALTH NETWORK 401(K) PLAN | MILES CITY MT | 1,143 | $53.2M | $1.5M |
| 2 | FERREIRA CONSTRUCTION CO., INC. FERREIRA CONSTRUCTION CO., INC. 401(K) AND PROFIT SHARING PLAN | BRANCHBURG NJ | 594 | $38.6M | $762K |
| 3 | BROWN'S OF BELLPORT, INC. BROWN'S OF BELLPORT 401(K) PLAN |
PATCHOGUE NY |
| 71 |
| $7.2M |
| $762K |
| 4 | AVANTE GROUP, INC. AVANTE GROUP, INC. 401(K) PLAN | ORLANDO FL | 1,497 | $11.6M | $198K |
