Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLK ADV GLOBAL INST in their Schedule of Assets, totaling $481K 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 | LESTER GLENN AUTO GROUP, INC. LESTER GLENN AUTO GROUP 401(K) PLAN | TOMS RIVER NJ | 196 | $13.8M | $263K |
| 2 | SCHULZE AND BURCH BISCUIT COMPAN SCHULZE AND BURCH PRODUCTION EMPLOYEE 401(K) PLAN | CHICAGO IL | 161 | $7.0M | $172K |
| 3 | SCHULZE & BURCH BISCUIT COMPANY |
SEARCY AR |
| 142 |
| $3.6M |
| $46K |