Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding BlackRock Lifepath Index 2035 K Fund Mutual Fund in their Schedule of Assets, totaling $22.6M 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 | GROCERY OUTLET INC. GROCERY OUTLET INC. RETIREMENT PLAN | EMERYVILLE CA | 983 | $130.5M | $13.1M |
| 2 | DEGENKOLB ENGINEERS DEGENKOLB ENGINEERS PROFIT SHARING AND 401(K) PLAN | SAN FRANCISCO CA | 345 | $123.1M | $3.8M |
| 3 | AFS, LLC AFS, LLC 401(K) PLAN |
SHREVEPORT LA |
| 262 |
| $17.7M |
| $2.0M |
| 4 | R.S. HUGHES COMPANY, INC. R.S. HUGHES COMPANY, INC. 401(K) PLAN | SUNNYVALE CA | 585 | $62.0M | $1.6M |
| 5 | ATLANTIC TESTING LABORATORIES, LIMITED ATLANTIC TESTING LABORATORIES, LIMITED 401(K) RETIREMENT SAVINGS PLAN | CANTON NY | 246 | $22.6M | $1.6M |
| 6 | LITER'S, INC. LITER'S, INC. 401(K) PLAN | LOUISVILLE KY | 128 | $6.4M | $538K |
| 7 | FRONTAPP, INC. FRONT 401(K) PLAN | SAN FRANCISCO CA | 221 | $17.4M | $14K |
