Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding Blackrock Blackrock Lifepath Index 2065 K - in their Schedule of Assets, totaling $13.3M 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 | GRAYBILL MEDICAL GROUP, INC. GRAYBILL MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | ESCONDIDO CA | 84 | $51.2M | $1.1M |
| 2 | GTE FEDERAL CREDIT UNION GTE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TAMPA FL | 525 | $61.3M | $877K |
| 3 | AMARILLO NATIONAL BANK |
AMARILLO TX |
| 719 |
| $118.5M |
| $816K |
| 4 | LISTRAK INC. LISTRAK, INC. 401(K) PLAN | LITITZ PA | 337 | $33.6M | $800K |
| 5 | MCLAUGHLIN FAMILY COMPANIES, INC. MCLAUGHLIN FAMILY COMPANIES 401(K) PLAN | SCRANTON IA | 691 | $20.1M | $720K |
| 6 | OSG USA, INC. OSG USA, INC. PROFIT SHARING AND 401(K) PLAN | ST. CHARLES IL | 398 | $72.3M | $655K |
| 7 | CONTINUUM ADVANTAGE, LLC CONTINUUM ADVANTAGE, LLC 401(K) PLAN | WAUKEE IA | 205 | $14.3M | $610K |
| 8 | THE EMPLOYER GROUP, INC. THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN | VERONA WI | 693 | $30.9M | $594K |
| 9 | FERRARA CANDY COMPANY FERRARA CANDY COMPANY 401(K) PLAN | CHICAGO IL | 2,765 | $217.3M | $592K |
| 10 | BG PRODUCTS, INC. HOLDING COMPANY BG PRODUCTS, INC. HOLDING COMPANY 401(K) PLAN | WICHITA KS | 599 | $48.3M | $552K |
