Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding BlackRock LifePath® Index 2060 Fund Class K Shares in their Schedule of Assets, totaling $34.3M 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 | CLARIVATE ANALYTICS (US) LLC CLARIVATE ANALYTICS 401(K) SAVINGS PLAN | ANN ARBOR MI | 2,732 | $519.7M | $10.8M |
| 2 | ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN | ALTAMONTE SPRINGS FL | 3,853 | $332.4M | $10.1M |
| 3 | ULTRA CLEAN TECHNOLOGY SYSTEMS AND SERVICE, INC. |
HAYWARD CA |
| 1,772 |
| $147.0M |
| $3.4M |
| 4 | PEPSI BOTTLING VENTURES LLC PEPSI BOTTLING VENTURES 401(K) PLAN | RALEIGH NC | 3,141 | $219.7M | $2.3M |
| 5 | LEO A DALY COMPANY LEO A. DALY RETIREMENT SAVINGS AND INVESTMENT TRUST | OMAHA NE | 766 | $172.6M | $2.2M |
| 6 | MEOW WOLF, INC. MEOW WOLF 401(K) PLAN | SANTA FE NM | 801 | $16.6M | $1.3M |
| 7 | RIGHTWAY HEALTHCARE, INC. RIGHTWAY HEALTHCARE 401(K) PLAN | NEW YORK NY | 418 | $7.5M | $817K |
| 8 | SPREEDLY INC. SPREEDLY INC. 401K PLAN | DURHAM NC | 104 | $11.3M | $741K |
| 9 | GOLD EAGLE CO. GOLD EAGLE COMPANY PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 199 | $55.2M | $590K |
| 10 | PRIMA INDUSTRIE NORTH AMERICA, INC PRIMA INDUSTRIE NORTH AMERICA, INC. 401(K) PLAN | CHICOPEE MA | 195 | $34.7M | $539K |
