Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 70 U.S. retirement plans report holding BR Glob Alloc K in their Schedule of Assets, totaling $48.6M 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 | ATSG, INC. ATSG, INC. | NEW YORK NY | 449 | $24.6M | $5.7M |
| 2 | THERMO SYSTEM LLC THERMO SYSTEM LLC 401K PROFIT SHARING PLAN AND TRUST | EAST WINDSOR NJ | 311 | $28.4M | $4.7M |
| 3 | TECHNOLOGY & SERVICES IND ASSOC TECHNOLOGY & SERVICES IND ASSOC 401(K) P/S PLAN |
SAN DIEGO CA |
| 123 |
| $13.5M |
| $3.6M |
| 4 | TRIANGLE MANUFACTURING CO., INC. TRIANGLE MANUFACTURING CO., INC. SAVINGS AND INVESTMENT PLAN | UPPER SADDLE RIVER NJ | 214 | $28.9M | $3.6M |
| 5 | LIBERTY ADMIN SERVICES, LLC LIBERTY ADMIN SERVICES, LLC 401(K) RETIREMENT PLAN | MERCER ISLAND WA | 202 | $14.9M | $3.4M |
| 6 | AXIOM RESOURCE MANAGEMENT, INC. AXIOM RESOURCE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | FALLS CHURCH VA | 131 | $29.8M | $2.3M |
| 7 | IYUNO US IYUNO USA INC. 401(K) PLAN | BURBANK CA | 155 | $12.6M | $2.1M |
| 8 | UTILITY PIPELINE, LTD UTILITY PIPELINE, LTD 401(K) PROFIT SHARING PLAN | CANTON OH | 146 | $11.5M | $1.9M |
| 9 | ENTERTAINMENT BENEFITS GROUP ENTERTAINMENT BENEFITS GROUP 401(K) PROFIT SHARING PLAN | AVENTURA FL | 312 | $20.0M | $1.9M |
| 10 | THE CONSTANT COMPANY, LLC THE CONSTANT COMPANY, LLC 401K PROFIT SHARING PLAN AND TRUST | WEST PALM BEACH FL | 199 | $10.7M | $1.6M |
