Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock, Inc. Blackrock Lifepath Index 2030 K in their Schedule of Assets, totaling $5.7M 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 | AHTNA, INCORPORATED AHTNA 401(K) PLAN | ANCHORAGE AK | 573 | $56.8M | $3.6M |
| 2 | VALENTINE ENTERPRISES, INC. VALENTINE ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 193 | $6.5M | $1.1M |
| 3 | AHTNA, INCORPORATED AHTNA SCA 401(K) PLAN |
ANCHORAGE AK |
| 357 |
| $7.8M |
| $877K |
| 4 | SCHMUESER GORDON MEYER, INC. SCHMUESER GORDON MEYER, INC. 401(K) PLAN | GLENWOOD SPRINGS CO | 116 | $23.5M | $92K |
| 5 | SYNGULARITY SECURE2RETIRE POOLED EMPLOYER PLAN | CABIN JOHN MD | 0 | $0 | $51K |
