Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock Lifepath Index 2065 Fund K in their Schedule of Assets, totaling $6.1M 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 | HEALTHSTAR PHYSICIANS PC HEALTHSTAR PHYSICIANS PC 401(K) RETIREMENT PLAN | MORRISTOWN TN | 519 | $53.8M | $2.2M |
| 2 | THE MOTLEY FOOL HOLDINGS, INC. THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN | ALEXANDRIA VA | 405 | $174.0M | $2.0M |
| 3 | RSA SECURITY LLC RSA SECURITY 401(K) PLAN |
BURLINGTON MA |
| 507 |
| $174.7M |
| $889K |
| 4 | STEEL KING INDUSTRIES, INC. STEEL KING INDUSTRIES INC. EMPLOYEES SAVINGS PLAN | STEVENS POINT WI | 465 | $32.3M | $736K |
| 5 | GRACE HILL, LLC GRACE HILL 401(K) PLAN | IRVING TX | 192 | $12.6M | $134K |
| 6 | COVENANT SURGICAL PARTNERS INC. COVENANT SURGICAL PARTNERS INC. 401(K) PLAN | NASHVILLE TN | 238 | $9.4M | $108K |
| 7 | TENNESSEE WESLEYAN UNIVERSITY TENNESSEE WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ATHENS TN | 152 | $14.8M | $15K |
