Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding BlackRock BlackRock Lifepath Index Retirement in their Schedule of Assets, totaling $337.3M 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 | $324.7M |
| 2 | THOREK MEMORIAL HOSPITAL THOREK MEMORIAL HOSPITAL 401(K) PLAN | CHICAGO IL | 482 | $20.5M | $4.3M |
| 3 | MATTAMY HOMES CORPORATION MATTAMY HOMES CORPORATION RETIREMENT PLAN |
ORLANDO FL |
| 804 |
| $56.5M |
| $2.8M |
| 4 | BISON TRANSPORT (USA), INC. BISON TRANSPORT (USA), INC. EMPLOYEES' 401(K) PLAN | AMHERST WI | 921 | $41.3M | $1.7M |
| 5 | DIRECT DISTRIBUTORS, INC. DIRECT DISTRIBUTORS, INC. 401(K) PLAN | GARNER NC | 280 | $11.9M | $1.5M |
| 6 | TOWNE PARK, LLC TOWNE PARK 401(K) PLAN | PLYMOUTH MEETING PA | 12,346 | $17.7M | $1.2M |
| 7 | CROWNE CONSULTING GROUP CROWNE CONSULTING GROUP 401(K) | OCOEE FL | 228 | $9.3M | $766K |
| 8 | ERASCA, INC. ERASCA, INC. 401(K) PLAN | SAN DIEGO CA | 109 | $15.3M | $385K |
| 9 | SCHOOLMINT, INC. SCHOOLMINT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LAFAYETTE LA | 95 | $5.7M | $25K |
| 10 | OLD POINT FINANCIAL CORPORATION OLD POINT FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON VA | 257 | $55.5M | $7K |
