Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BlackRock LifePath Index 2065 Fund Asset allocation mutual fund in their Schedule of Assets, totaling $2.9M 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 | DIGITALBRIDGE GROUP ADVISORS, LLC 401(K) PLAN OF DIGITALBRIDGE GROUP ADVISORS, LLC | BOCA RATON FL | 231 | $95.7M | $1.5M |
| 2 | BEVERLY ANESTHESIOLOGY, INC. BEVERLY ANESTHESIOLOGY, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 169 | $33.3M | $956K |
| 3 | CONCENTRUS, INC. |
DIAMOND BAR CA |
| 77 |
| $13.5M |
| $208K |
| 4 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $191K |
| 5 | LOS ANGELES FEDERAL CREDIT UNION LOS ANGELES FEDERAL CREDIT UNION PROFIT/SHARING 401(K) PLAN | GLENDALE CA | 182 | $41.3M | $4K |
