Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLACKROCK LIFEPATH IDX 2035 K Registered Investment Company in their Schedule of Assets, totaling $9.6M 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 | $5.2M |
| 2 | METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE NC | 220 | $60.0M | $3.8M |
| 3 | FRANKLIN MONROE ADMINISTRATIVE SERVICES, LLC |
CHICAGO IL |
| 114 |
| $19.5M |
| $594K |
