Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock BlackRock Global Allocation Fund, Inc. Class K in their Schedule of Assets, totaling $1.9M 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 | GELLERT GLOBAL GROUP GELLERT GLOBAL GROUP RETIREMENT PLAN | ELIZABETH NJ | 1,834 | $85.3M | $664K |
| 2 | FALVEY INSURANCE GROUP LTD FALVEY INSURANCE GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST | NORTH KINGSTOWN RI | 176 | $18.2M | $655K |
| 3 | FRANKFURT KURNIT KLEIN & SELZ, P.C. |
NEW YORK NY |
| 104 |
| $85.1M |
| $500K |
| 4 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $102K |
| 5 | TOTAL RESPIRATORY & REHAB INC TOTAL RESPIRATORY & REHAB INC 401(K) PROFIT SHARING PLAN & TRUST | OMAHA NE | 168 | $4.9M | $5K |