Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock Global Allocation Instl Registered Investment Company in their Schedule of Assets, totaling $3.4M 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 | NORTH EAST MEDICAL SERVICES NORTH EAST MEDICAL SERVICES PROFIT SHARING 401(K) PLAN | DALY CITY CA | 1,096 | $175.0M | $1.6M |
| 2 | WILLAMETTE VIEW, INC. WILLAMETTE VIEW, INC. 401(K) RETIREMENT PLAN | PORTLAND OR | 255 | $11.0M | $672K |
| 3 | PHYNET DERMATOLOGY, LLC PHYNET DERMATOLOGY, LLC 401(K) PLAN |
FRANKLIN TN |
| 1,446 |
| $54.6M |
| $576K |
| 4 | DONOR NETWORK WEST DONOR NETWORK WEST RETIREMENT PLAN | SAN RAMON CA | 440 | $57.7M | $397K |
| 5 | GOLDBERG COMPANIES, INC. GOLDBERG COMPANIES, INC. 401(K) PLAN | BEACHWOOD OH | 262 | $13.4M | $143K |
| 6 | OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC 401(K) PLAN | OLYMPIA WA | 376 | $52.8M | $22K |
| 7 | JBR, INC. JBR, INC. 401(K) PLAN | LINCOLN CA | 308 | $18.6M | $1K |
