Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLACKROCK LIFEPATH IDX 2030 K Registered Investment Company in their Schedule of Assets, totaling $10.6M 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 | AAA OREGON/IDAHO AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN | PORTLAND OR | 540 | $51.4M | $8.7M |
| 2 | FRANKLIN MONROE ADMINISTRATIVE SERVICES, LLC FRANKLIN MONROE RETIREMENT SAVINGS PLAN | CHICAGO IL | 114 | $19.5M | $1.0M |
| 3 | METROLINA NEPHROLOGY ASSOCIATES, P.A. |
CHARLOTTE NC |
| 220 |
| $60.0M |
| $846K |
