Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Blackrock Global Allocation Fund Pooled separate account in their Schedule of Assets, totaling $6.7M 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 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $3.3M |
| 2 | ATLANTIC CONCRETE COMPANY, INC. ATLANTIC CONCRETE COMPANY, INC. 401(K) PLAN | MILFORD DE | 155 | $6.8M | $1.4M |
| 3 | BARNUM AND CELILLO ELECTRIC, INC |
SACRAMENTO CA |
| 298 |
| $18.1M |
| $1.3M |
| 4 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $406K |
| 5 | HAUSMANN CONSTRUCTION, INC. HAUSMANN ENTERPRISES 401(K) PROFIT SHARING PLAN | LINCOLN NE | 475 | $23.8M | $163K |
| 6 | FRANK DONIO, INC. FRANK DONIO, INC. PROFIT SHARING PLAN | SANATOGA PA | 178 | $15.0M | $70K |
| 7 | LOWELL COMMUNITY HEALTH CENTER INC LOWELL COMMUNITY HEALTH CENTER 403(B) PLAN | LOWELL MA | 156 | $7.8M | $47K |
| 8 | LOWELL COMMUNITY HEALTH CENTER, INC. LOWELL COMMUNITY HEALTH CENTER 403(B) PLAN | LOWELL MA | 566 | $12.5M | $44K |
| 9 | MIKUNI RESTAURANT GROUP INC. MIKUNI RESTAURANT GROUP, INC. 401(K) PLAN | MCCLELLAN CA | 537 | $12.0M | $22K |
| 10 | DEPAULA CHEVROLET, INC. DEPAULA AUTO GROUP 401(K) PROFIT SHARING PLAN | ALBANY NY | 203 | $7.3M | $3K |
