Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding BlackRock Global Allocation Instl BlackRock 0 in their Schedule of Assets, totaling $3.0M 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 | ROHDE & SCHWARZ USA, INC. ROHDE & SCHWARZ, INC. SAVINGS PLAN | COLUMBIA MD | 737 | $210.7M | $1.9M |
| 2 | HILLMANN CONSULTING, LLC HILLMANN CONSULTING 401(K) PLAN | UNION NJ | 237 | $23.9M | $738K |
| 3 | ENTERPRISE EVENTS GROUP, INC. ENTERPRISE EVENTS GROUP, INC. 401K PROFIT SHARING PLAN |
SAN RAFEL CA |
| 217 |
| $14.0M |
| $143K |
| 4 | L & R DISTRIBUTORS, INC. L & R DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 1,147 | $18.1M | $76K |
| 5 | UDACITY UDACITY 401(K) PLAN | MOUNTAIN VIEW CA | 134 | $20.0M | $52K |
| 6 | LYMAN-MORSE BOATBUILDING, INC. LYMAN-MORSE BOATBUILDING 401(K) PS PLAN | THOMASTON ME | 121 | $8.9M | $35K |
| 7 | CARITAS MANAGEMENT CORP. CARITAS MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 198 | $4.2M | $31K |
| 8 | ATKINSONS MARKET INC ATKINSONS MARKET 401(K) & PROFIT SHARING PLAN | KETCHUM ID | 167 | $22.0M | $26K |
| 9 | UNIVERSITY OF ADVANCING COMPUTER TECHNOLOGY UNIVERSITY OF ADVANCING COMPUTER TECH 401(K) | TEMPE AZ | 92 | $7.0M | $14K |
