Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Blackrock Lifepath Index 2065 Fund Mutual fund in their Schedule of Assets, totaling $20.3M 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 | BESSEMER TRUST COMPANY BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN | WOODBRIDGE NJ | 1,272 | $764.1M | $5.7M |
| 2 | ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND | LOUISVILLE KY | 4,037 | $548.7M | $5.3M |
| 3 | AMERIVET PARTNERS MANAGEMENT, INC. |
SAN ANTONIO TX |
| 2,970 |
| $70.3M |
| $2.7M |
| 4 | ON LOK INC. ON LOK RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,242 | $119.0M | $733K |
| 5 | HOME TELEPHONE COMPANY HOME TELEPHONE COMPANY 401(K) AND RETIREMENT PLAN | MONCKS CORNER SC | 258 | $46.7M | $701K |
| 6 | HIPPO EMPLOYEE SERVICES INC. HIPPO EMPLOYEE SERVICES INC. AND ITS AFFILIATES 401(K) PLAN | PALO ALTO CA | 342 | $24.9M | $626K |
| 7 | OBERTO SNACKS, INC. PREMIUM BRANDS US MEATS 401(K) PLAN | KENT WA | 1,195 | $66.6M | $483K |
| 8 | SUNWARD FEDERAL CREDIT UNION SUNWARD FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ALBUQUERQUE NM | 535 | $45.2M | $478K |
| 9 | WORKIVA INC. WORKIVA 401(K) PLAN | AMES IA | 2,169 | $188.7M | $375K |
| 10 | BACON FARMER WORKMAN RETIREMENT PLAN BACON, FARMER, WORKMAN ENGINEERING AND TESTING, INC. 401(K) RETIREMENT PLAN | PADUCAH KY | 174 | $22.8M | $367K |
