Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BlackRock Lfpth Idx 2060 K Fd Registered Investment Company in their Schedule of Assets, totaling $783K 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 | MORTGAGE CAPITAL TRADING, INC. MORTGAGE CAPITAL TRADING, INC. 401K PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 102 | $12.8M | $677K |
| 2 | GRANITE WELLNESS CENTERS GRANITE WELLNESS CENTERS RETIREMENT PLAN | ROSEVILLE CA | 121 | $1.1M | $107K |
