Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding BlackRock Lifepath Index 2065 Fund K Mutual fund in their Schedule of Assets, totaling $4.1M 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 | COMPORIUM, INC. THE COMPORIUM INC 401K AND RETIREMENT PLAN | ROCK HILL SC | 960 | $223.5M | $1.3M |
| 2 | CORGAN ASSOCIATES, INC. CORGAN ASSOCIATES, INC. 401(K) PLAN | DALLAS TX | 1,046 | $122.8M | $916K |
| 3 | AVERTIUM, LLC AVERTIUM, LLC 401(K) PLAN |
NASHVILLE TN |
| 125 |
| $13.3M |
| $427K |
| 4 | AG US GROUP SERVICES INC. AG US GROUP SERVICES INC. EMPLOYEE RETIREMENT PLAN | NEW YORK NY | 311 | $409.7M | $424K |
| 5 | FOX COMMUNITIES CREDIT UNION FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN | APPLETON WI | 449 | $53.0M | $345K |
| 6 | BUFFALO RUN CASINO BUFFALO RUN CASINO 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI OK | 148 | $1.7M | $194K |
| 7 | MEDIC, INC. MEDIC, INC. 401(K) PLAN | KNOXVILLE TN | 133 | $10.3M | $130K |
| 8 | ZENLEADS INC. ZENLEADS 401(K) PLAN | COVINA CA | 232 | $9.5M | $130K |
| 9 | WEIGEL STORES, INC. WEIGEL STORES, INC. PROFIT SHARING 401(K) PLAN | POWELL TN | 2,303 | $5.7M | $73K |
| 10 | VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP EVERYSTEP 401(K) PLAN | DES MOINES IA | 316 | $16.1M | $71K |
