Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Blackrock Lifepath Index 2060K in their Schedule of Assets, totaling $1.6M 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 | SOUTH METRO HUMAN SERVICES RADIAS HEALTH 403(B) PLAN | ST PAUL MN | 441 | $18.2M | $894K |
| 2 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN | WHITEFISH MT | 216 | $11.4M | $384K |
| 3 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN |
WHITEFISH MT |
| 177 |
| $8.6M |
| $225K |
| 4 | COMPRECARE HEALTH LLC COMPRECARE HEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | MIDDLETOWN CT | 144 | $5.3M | $86K |
