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 K Mutual Fund N/A 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FOREFRONT MANAGEMENT, LLC FOREFRONT DERMATOLOGY 401(K) PLAN | MANITOWOC WI | 0 | $0 | $1.7M |
| 2 | FOREFRONT DERMATOLOGY, S.C. FOREFRONT DERMATOLOGY 401(K) PLAN | MANITOWOC WI | 2,516 | $131.2M | $430K |
| 3 | ATLAS MECHANICAL, INC. ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN |
SAN DIEGO CA |
| 249 |
| $7.0M |
| $226K |
| 4 | HOME FEDERAL SAVINGS BANK HOME FEDERAL SAVINGS BANK 401(K) RETIREMENT PLAN | ROCHESTER MN | 30 | $33.3M | $82K |
| 5 | CAREXM, LLC CAREXM, LLC 401(K) RETIREMENT SAVINGS PLAN | WEST JORDAN UT | 465 | $4.7M | $77K |
| 6 | SIMPLICITY CREDIT UNION SIMPLICITY CREDIT UNION CAPITAL ACCUMULATION PLAN | MARSHFIELD WI | 112 | $10.1M | $33K |
| 7 | PRC MANAGEMENT COMPANY INC. PRC MANAGEMENT COMPANY, INC. 401(K) PLAN | RED BANK NJ | 130 | $7.8M | $1K |
