Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Blackrock Global Allocation Instl Mutual fund in their Schedule of Assets, totaling $41.9M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $38.7M |
| 2 | KSS, INC. KALIBRATE 401(K) PROFIT SHARING PLAN | LIVONIA MI | 145 | $17.0M | $952K |
| 3 | UNITED PRAIRIE BANK UNITED PRAIRIE BANK 401(K) PROFIT SHARING PLAN |
MANKATO MN |
| 124 |
| $15.3M |
| $688K |
| 4 | DCOR, LLC DCOR LLC 401K PLAN | OXNARD CA | 341 | $44.6M | $490K |
| 5 | FIRST BANK FIRST BANK 401(K) RETIREMENT PLAN | HAMILTON NJ | 293 | $21.7M | $390K |
| 6 | MXR IMAGING, INC. MXR IMAGING, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 413 | $40.0M | $335K |
| 7 | STONE COAST FUND SERVICES LLC STONE COAST FUND SERVICES LLC 401(K) PLAN | PORTLAND ME | 209 | $32.6M | $239K |
| 8 | SEBASTIAN ENTERPRISES, INC. SEBASTIAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | KERMAN CA | 133 | $16.8M | $62K |
| 9 | EVERSERVICE HOLDINGS, LLC EVERSERVICE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 420 | $8.6M | $23K |
| 10 | U.M.C., INC. U.M.C., INC EMPLOYEE 401(K) PLAN | MONTICELLO MN | 201 | $26.6M | $22K |
