Original filing (PDF)20251009172624NAL0006968001001

BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.

Name: BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. — FTSE RAFI US 1500 MID SMALL INDEX FUND F, Form 5500 (2024)
Creator: BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.

Form 5500

FILING_RECEIVED

FTSE RAFI US 1500 MID SMALL INDEX FUND F

Employee benefit plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$239.9M

Net assets (EOY)

$239.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A..

Plan sponsor

Name

BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.

EIN

99-2712054

Address

400 HOWARD STREET · SAN FRANCISCO, CA · 94105

Phone

(415) 670-2000

Plan administrator

Name

BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.

EIN

94-3112180

City

SAN FRANCISCO, CA

Phone

(415) 670-2000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2024-12-31

Filed

2025-10-09

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $239.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.