Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding BlackRock Lifepath Index 2065 K Fund Mutual Fund in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEGENKOLB ENGINEERS DEGENKOLB ENGINEERS PROFIT SHARING AND 401(K) PLAN | SAN FRANCISCO CA | 345 | $123.1M | $943K |
| 2 | ATLANTIC TESTING LABORATORIES, LIMITED ATLANTIC TESTING LABORATORIES, LIMITED 401(K) RETIREMENT SAVINGS PLAN | CANTON NY | 246 | $22.6M | $509K |
| 3 | GROCERY OUTLET INC. |
EMERYVILLE CA |
| 983 |
| $130.5M |
| $484K |
| 4 | R.S. HUGHES COMPANY, INC. R.S. HUGHES COMPANY, INC. 401(K) PLAN | SUNNYVALE CA | 585 | $62.0M | $428K |
| 5 | KOSMOS ENERGY, LLC KOSMOS ENERGY 401(K) PLAN | DALLAS TX | 201 | $101.4M | $128K |
| 6 | FRONTAPP, INC. FRONT 401(K) PLAN | SAN FRANCISCO CA | 221 | $17.4M | $122K |
| 7 | AFS, LLC AFS, LLC 401(K) PLAN | SHREVEPORT LA | 262 | $17.7M | $9K |
| 8 | LITER'S, INC. LITER'S, INC. 401(K) PLAN | LOUISVILLE KY | 128 | $6.4M | $8K |
