Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Blackrock LifePath Index Ret Pooled separate account in their Schedule of Assets, totaling $5.7M 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 | SCOTT D BORAS SCOTT D BORAS INC 401K PROFIT SHARING PLAN | NEWPORT BEACH CA | 125 | $16.7M | $1.7M |
| 2 | CONNECTICUT COINING, INC. ALPHACOIN 401(K) PLAN | BETHEL CT | 141 | $9.5M | $812K |
| 3 | CONCERTO RENAL SERVICES, LLC CONCERTO 401(K) PLAN |
| 646 |
| $11.5M |
| $784K |
| 4 | UNDERWOOD BROTHERS, INC. DBA AAA LANDSCAPE UNDERWOOD BROTHERS, INC DBA AAA LANDSCAPE 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 367 | $3.2M | $570K |
| 5 | BURT PROCESS EQUIPMENT, INC. BURT PROCESS EQUIPMENT, INC. PROFIT SHARING PLAN | HAMDEN CT | 193 | $16.6M | $428K |
| 6 | CELESTAR HOLDINGS CORPORATION CELESTAR 401(K) PLAN | TAMPA FL | 328 | $10.0M | $264K |
| 7 | FLORIDA EYE ASSOCIATES, INC. FLORIDA EYE ASSOCIATES, INC. 401(K) PLAN | MELBOURNE FL | 104 | $9.4M | $230K |
| 8 | WORKHORSE TECHNOLOGIES, INC. WORKHORSE TECHNOLOGIES, INC. 401(K) PLAN | SHARONVILLE OH | 120 | $9.3M | $195K |
| 9 | THE MCCLONE AGENCY, INC. THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN | MENASHA WI | 119 | $11.2M | $174K |
| 10 | SHERPA 6, INC. SHERPA 6, INC. 401(K) PROFIT SHARING PLAN | LITTLETON CO | 183 | $14.0M | $172K |
