Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Blackrock Lifepath Index 2055 K Registered investment company in their Schedule of Assets, totaling $44.1M 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 | $11.2M |
| 2 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $5.2M |
| 3 | OREGON COMMUNITY CREDIT UNION OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST |
SPRINGFIELD OR |
| 605 |
| $67.8M |
| $4.6M |
| 4 | MARKET OF CHOICE, INC. MARKET OF CHOICE 401(K) PLAN | EUGENE OR | 755 | $39.0M | $3.6M |
| 5 | FIRST COLONY MORTGAGE CORP. FIRST COLONY MORTGAGE CORP. PROFIT SHARING PLAN | PLEASANT GROVE UT | 301 | $23.3M | $2.5M |
| 6 | OCEAN FLEET SERVICES, INC. OCEAN FLEET SERVICES 401(K) PLAN | SUFFOLK VA | 468 | $31.4M | $2.2M |
| 7 | EMPOWER CLINIC SERVICES LLC EMPOWER PHARMACY 401(K) PLAN | HOUSTON TX | 1,132 | $14.9M | $2.1M |
| 8 | BAYMARK HEALTH SERVICES, INC. BAYMARK HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 3,240 | $45.9M | $1.6M |
| 9 | JANIE AND JACK, LLC JANIE AND JACK, LLC 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 680 | $15.2M | $1.3M |
| 10 | CASCADE DESIGNS, INC. CASCADE DESIGNS, INC. 401(K) SAVINGS & INVESTMENT PLAN | SEATTLE WA | 226 | $29.6M | $1.3M |
