Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Blackrock Lifepath Index 2060 K Registered investment company in their Schedule of Assets, totaling $22.5M 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 | $4.3M |
| 2 | OREGON COMMUNITY CREDIT UNION OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | SPRINGFIELD OR | 605 | $67.8M | $2.7M |
| 3 | DOLBY LABORATORIES, INC. DOLBY LABORATORIES, INC. RETIREMENT PLAN |
SAN FRANCISCO CA |
| 1,033 |
| $703.4M |
| $2.6M |
| 4 | EMPOWER CLINIC SERVICES LLC EMPOWER PHARMACY 401(K) PLAN | HOUSTON TX | 1,132 | $14.9M | $2.1M |
| 5 | MARKET OF CHOICE, INC. MARKET OF CHOICE 401(K) PLAN | EUGENE OR | 755 | $39.0M | $1.7M |
| 6 | OCEAN FLEET SERVICES, INC. OCEAN FLEET SERVICES 401(K) PLAN | SUFFOLK VA | 468 | $31.4M | $1.1M |
| 7 | WELLTHY, INC. WELLTHY, INC. 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 222 | $9.3M | $922K |
| 8 | FIRST COLONY MORTGAGE CORP. FIRST COLONY MORTGAGE CORP. PROFIT SHARING PLAN | PLEASANT GROVE UT | 301 | $23.3M | $921K |
| 9 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $831K |
| 10 | THE PRIMARY SCHOOL THE PRIMARY SCHOOL 401(K) PLAN | EAST PALO ALTO CA | 155 | $5.0M | $762K |
