Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Blackrock lifepath index 2065 k Mutual Funds in their Schedule of Assets, totaling $2.8M 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 | PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PLAN | ANNAPOLIS MD | 1,996 | $125.4M | $1.1M |
| 2 | POPULUS FINANCIAL GROUP, INC. POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 1,877 | $47.5M | $315K |
| 3 |
SUWANEE GA |
| 415 |
| $11.0M |
| $178K |
| 4 | COLUMBIA FOOD SERVICE COMPANY COLUMBIA FOOD SERVICE COMPANY, 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA FL | 803 | $12.4M | $176K |
| 5 | FIVE POINT DENTAL SPECIALISTS, INC FIVE POINT DENTAL SPECIALISTS RETIREMENT PLAN | IRVING TX | 394 | $13.1M | $163K |
| 6 | TRILLIANT FOOD & NUTRITION, LLC TRILLIANT FOOD & NUTRITION 401(K) PLAN | LITTLE CHUTE WI | 605 | $26.7M | $160K |
| 7 | GEORGE CHIALA FARMS, INC. GEORGE CHIALA FARMS, INC. 401(K) PROFIT SHARING PLAN | MORGAN HILL CA | 312 | $10.9M | $109K |
| 8 | NORTHWEST COSMETIC LABORATORIE NORTHWEST COSMETIC LABORATORIE 401(K) PROFIT SHARING PLAN & TRUST | IDAHO FALLS ID | 593 | $6.6M | $95K |
| 9 | THE SANTA LUCIA PRESERVE CO. THE SANTA LUCIA PRESERVE CO. 401(K) PLAN | CARMEL CA | 181 | $8.4M | $81K |
| 10 | PLAISTED COMPANIES, INC. PLAISTED COMPANIES, INC. 401(K) PROFIT SHARING PLAN | ELK RIVER MN | 129 | $9.2M | $81K |