Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Global Allocation Fund in their Schedule of Assets, totaling $20.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN PA | 503 | $90.6M | $10.0M |
| 2 | UNITED REFINING COMPANY OF PENNSYLVANIA UNITED REFINING COMPANY OF PA INCENTIVE SAVINGS PLAN | WARREN PA | 2,471 | $12.3M | $4.5M |
| 3 | UNITED REFINING COMPANY |
WARREN PA |
| 348 |
| $43.2M |
| $2.8M |
| 4 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $2.3M |
| 5 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY STORE EMPLOYEES | ERIE PA | 920 | $1.3M | $472K |
