Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Blackrock, Inc. Blackrock Lifepath Index 2060 K in their Schedule of Assets, totaling $2.1M 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 | $1.2M |
| 2 | BURRTEC WASTE INDUSTRIES, INC. BURRTEC RETIREMENT SAVINGS PLAN | FONTANA CA | 1,769 | $163.4M | $451K |
| 3 | SCHMUESER GORDON MEYER, INC. SCHMUESER GORDON MEYER, INC. 401(K) PLAN |
GLENWOOD SPRINGS CO |
| 116 |
| $23.5M |
| $282K |
| 4 | VALENTINE ENTERPRISES, INC. VALENTINE ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 193 | $6.5M | $57K |
| 5 | AHTNA, INCORPORATED AHTNA SCA 401(K) PLAN | ANCHORAGE AK | 357 | $7.8M | $38K |
| 6 | SYNGULARITY SECURE2RETIRE POOLED EMPLOYER PLAN | CABIN JOHN MD | 0 | $0 | $18K |
