Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BlackRock Lifepath Idx 2035 K Mutual fund in their Schedule of Assets, totaling $225.5M 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 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON IL | 10,023 | $4.4B | $167.3M |
| 2 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN | EVANSTON IL | 13,658 | $1.2B | $47.3M |
| 3 | MACALESTER COLLEGE MACALESTER COLLEGE 403(B) RETIREMENT PLAN |
SAINT PAUL MN |
| 696 |
| $273.1M |
| $9.4M |
| 4 | CANISIUS UNIVERSITY CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF | BUFFALO NY | 579 | $249.2M | $1.5M |
