Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BlackRock Index Funds BlackRock Lifepath Index Retirement K N/R in their Schedule of Assets, totaling $5.2M 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 | ALPHA SOURCE LLC ALPHA SOURCE LLC 401(K) PLAN | MILWAUKEE WI | 196 | $33.1M | $3.9M |
| 2 | ALPHA SOURCE HOLDCO, LLC ALPHA SOURCE HOLDCO, LLC 401(K) PLAN | MILWAUKEE WI | 290 | $18.0M | $1.3M |
