Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Blackrock Global Allocation Mutual Fund 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 | WITHUMSMITH+BROWN PC WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 1,995 | $326.1M | $2.0M |
| 2 | CAPE RETIREMENT COMMUNITY, INC. CHATEAU GIRARDEAU EMPLOYEES' RETIREMENT PLAN | CPE GIRARDEAU MO | 74 | $2.8M | $377K |
| 3 | MCWANE, INC. CLOW VALVE COMPANY HOURLY 401(K) RETIREMENT PLAN |
BIRMINGHAM AL |
| 305 |
| $13.0M |
| $308K |
| 4 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN | ATWATER CA | 1,125 | $50.8M | $99K |
| 5 | CROW WING COOPERATIVE POWER & LIGHT COMPANY CROW WING COOPERATIVE POWER & LIGHT CO. EMPLOYEES RETIREMENT PLAN | BRAINERD MN | 122 | $37.9M | $79K |
| 6 | HUMAN RESOURCES AGENCY OF NEW BRITAIN, INC. THE 401(K) PROFIT SHARING PLAN OF HUMAN RESOURCES AGENCY OF NEW BRITAIN, INC | NEW BRITAIN CT | 193 | $4.8M | $53K |
| 7 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $27K |
| 8 | CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL 403(B) PLAN | KANSAS CITY MO | 148 | $13.5M | $21K |
| 9 | CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. 403 (B) PLAN | WASHINGTON DC | 233 | $19.4M | $4K |
