Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BlackRock LifePath® Index 2065 K LIWKX Mutual Fund in their Schedule of Assets, totaling $2.3M 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 | THE CHARTIS GROUP, LLC CHARTIS GROUP, LLC 401(K) PLAN | CHICAGO IL | 947 | $158.5M | $2.3M |
