Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Blackrock Lifepath Index 2050 K Registered investment company in their Schedule of Assets, totaling $69.2M 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 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $15.9M |
| 2 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $13.3M |
| 3 | OREGON COMMUNITY CREDIT UNION OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST |
SPRINGFIELD OR |
| 605 |
| $67.8M |
| $7.6M |
| 4 | BERNSTEIN POKROY AND LEHRNER LTD KIDNEY SPECIALISTS OF SOUTHERN NEVADA 401K PROFIT SHARING PLAN | LAS VEGAS NV | 107 | $39.7M | $3.9M |
| 5 | DOLBY LABORATORIES, INC. DOLBY LABORATORIES, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 1,033 | $703.4M | $3.1M |
| 6 | BAYMARK HEALTH SERVICES, INC. BAYMARK HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 3,240 | $45.9M | $2.7M |
| 7 | WELLTHY, INC. WELLTHY, INC. 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 222 | $9.3M | $2.7M |
| 8 | MARKET OF CHOICE, INC. MARKET OF CHOICE 401(K) PLAN | EUGENE OR | 755 | $39.0M | $2.7M |
| 9 | OCEAN FLEET SERVICES, INC. OCEAN FLEET SERVICES 401(K) PLAN | SUFFOLK VA | 468 | $31.4M | $2.3M |
| 10 | JANIE AND JACK, LLC JANIE AND JACK, LLC 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 680 | $15.2M | $2.1M |
