Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Blackrock Blackrock Lifepath Index 2030 in their Schedule of Assets, totaling $289.3M 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 | MONTEFIORE MEDICAL CENTER MONTEFIORE MEDICAL CENTER 403(B) PLAN | BRONX NY | 16,359 | $4.3B | $243.5M |
| 2 | FANATICS HOLDINGS, INC. FANATICS 401(K) RETIREMENT PLAN | NEW YORK NY | 10,927 | $364.4M | $19.1M |
| 3 | MATTAMY HOMES CORPORATION MATTAMY HOMES CORPORATION RETIREMENT PLAN |
ORLANDO FL |
| 804 |
| $56.5M |
| $7.2M |
| 4 | UROLOGY CENTERS OF ALABAMA, P.C. UROLOGY CENTERS OF ALABAMA, P.C. 401(K) PROFIT SHARING RETIREMENT PLAN | HOMEWOOD AL | 219 | $58.2M | $5.5M |
| 5 | GIFFORD HEALTH CARE, INC. GIFFORD HEALTH CARE, INC. 403(B) RETIREMENT PLAN | RANDOLPH VT | 636 | $74.1M | $4.4M |
| 6 | SNYDER & ASSOCIATES, INC. SNYDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ANKENY IA | 297 | $60.0M | $2.5M |
| 7 | CROWNE CONSULTING GROUP CROWNE CONSULTING GROUP 401(K) | OCOEE FL | 228 | $9.3M | $1.4M |
| 8 | PROVIDENCE DAY SCHOOL, INC PROVIDENCE DAY SCHOOL DEFINED CONTRIBUTION PLAN | CHARLOTTE NC | 404 | $76.3M | $1.2M |
| 9 | ERASCA, INC. ERASCA, INC. 401(K) PLAN | SAN DIEGO CA | 109 | $15.3M | $890K |
| 10 | CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC EMBARK BEHAVIORAL HEALTH 401(K) PLAN | CHANDLER AZ | 1,356 | $16.3M | $825K |
