Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BLACKROCK LIFEPATH IDX RTRMT K Registered Investment Company in their Schedule of Assets, totaling $5.6M 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 | BUC-EE'S, LTD. COMPANY SAVINGS PLAN | LAKE JACKSON TX | 6,149 | $70.8M | $1.9M |
| 2 | METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE NC | 220 | $60.0M | $1.5M |
| 3 | PACIFIC SERVICE CREDIT UNION PACIFIC SERVICE CREDIT UNION 401(K) PLAN |
CONCORD CA |
| 159 |
| $34.8M |
| $1.4M |
| 4 | FRANKLIN MONROE ADMINISTRATIVE SERVICES, LLC FRANKLIN MONROE RETIREMENT SAVINGS PLAN | CHICAGO IL | 114 | $19.5M | $497K |
| 5 | THE MOTLEY FOOL HOLDINGS, INC. THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN | ALEXANDRIA VA | 405 | $174.0M | $333K |
