Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BlackRock Lifepath Index 2035 Portfolio # in their Schedule of Assets, totaling $87.6M 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 | CREDIT UNION RETIREMENT PLAN ASSOCIATION CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN | MILWAUKEE WI | 19,109 | $2.1B | $78.6M |
| 2 | PREMIER SURGICAL ASSOCIATES, PLLC PREMIER SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 169 | $53.8M | $4.1M |
| 3 | ALTRA FEDERAL CREDIT UNION |
ONALASKA WI |
| 498 |
| $73.1M |
| $2.7M |
| 4 | SKYLA FEDERAL CREDIT UNION SKYLA FEDERAL CREDIT UNION 401(K) PLAN | CHARLOTTE NC | 309 | $23.0M | $1.5M |
| 5 | SERVU FEDERAL CREDIT UNION SERVU FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | PAINTED POST NY | 119 | $11.2M | $819K |
