Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock Lifepath Index Retire K Mutual Fund N/A in their Schedule of Assets, totaling $3.5M 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 | CAPITAL EDUCATORS FEDERAL CREDIT UNION CAPITAL EDUCATORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MERIDIAN ID | 287 | $10.6M | $1.3M |
| 2 | SISTERS OF SAINT FRANCIS OF DUBUQUE SISTERS OF ST. FRANCIS EMPLOYEES' RETIREMENT PLAN | DUBUQUE IA | 192 | $8.8M | $1.0M |
| 3 | PRC MANAGEMENT COMPANY INC. |
RED BANK NJ |
| 130 |
| $7.8M |
| $570K |
| 4 | HOME FEDERAL SAVINGS BANK HOME FEDERAL SAVINGS BANK 401(K) RETIREMENT PLAN | ROCHESTER MN | 30 | $33.3M | $537K |
| 5 | SIMPLICITY CREDIT UNION SIMPLICITY CREDIT UNION CAPITAL ACCUMULATION PLAN | MARSHFIELD WI | 112 | $10.1M | $53K |
