Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Blackrock Lifepath Index 2030 Mutual fund N/A in their Schedule of Assets, totaling $1.4M 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 | R & H MECHANICAL, INC. R & H MECHANICAL,INC.401(K) RETIREMENT SAVINGS PLAN | EAGLE CO | 187 | $6.3M | $774K |
| 2 | CLEARWATER MARINE AQUARIUM, INC. CLEARWATER MARINE AQUARIUM, INC. 401(K) PLAN | CLEARWATER FL | 219 | $3.4M | $532K |
| 3 | GENERX GENERATORS, LLC GENERX GENERATORS 401(K) PLAN |
OLDSMAR FL |
| 176 |
| $3.3M |
| $115K |
