Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Blackrock Lifepath Index 2065 K Registered Investment Company {+} in their Schedule of Assets, totaling $5.0M 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 | EMPOWER CLINIC SERVICES LLC EMPOWER PHARMACY 401(K) PLAN | HOUSTON TX | 1,132 | $14.9M | $1.2M |
| 2 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $1.1M |
| 3 | OREGON COMMUNITY CREDIT UNION OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST |
SPRINGFIELD OR |
| 605 |
| $67.8M |
| $728K |
| 4 | COJE, LLC D/B/A COJE MANAGEMENT GROUP COJE, LLC 401(K) PLAN | BOSTON MA | 759 | $3.4M | $542K |
| 5 | MARKET OF CHOICE, INC. MARKET OF CHOICE 401(K) PLAN | EUGENE OR | 755 | $39.0M | $467K |
| 6 | CASCADE DESIGNS, INC. CASCADE DESIGNS, INC. 401(K) SAVINGS & INVESTMENT PLAN | SEATTLE WA | 226 | $29.6M | $185K |
| 7 | THE PRIMARY SCHOOL THE PRIMARY SCHOOL 401(K) PLAN | EAST PALO ALTO CA | 155 | $5.0M | $121K |
| 8 | SOUTHERN OREGON CARDIOLOGY LLC SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN | MEDFORD OR | 98 | $29.8M | $112K |
| 9 | WELLTHY, INC. WELLTHY, INC. 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 222 | $9.3M | $103K |
| 10 | FIRST COLONY MORTGAGE CORP. FIRST COLONY MORTGAGE CORP. PROFIT SHARING PLAN | PLEASANT GROVE UT | 301 | $23.3M | $103K |
