Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Blackrock Lifepath® Index Retire K Mutual Fund in their Schedule of Assets, totaling $24.0M 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 | DUKANE IAS, LLC DUKANE IAS, LLC SAVINGS & INVESTMENT PLAN | ST. CHARLES IL | 181 | $32.7M | $5.0M |
| 2 | NEVELL GROUP, INC NGI 401(K) SAVINGS PLAN | BREA CA | 156 | $21.5M | $4.0M |
| 3 | RO-SAL PLUMBING & HEATING, INC. RO-SAL PLUMBING & HEATING, INC. INCENTIVE SAVINGS TRUST |
WOODHAVEN NY |
| 79 |
| $11.1M |
| $2.4M |
| 4 | MACKAY MITCHELL ENVELOPE COMPANY, LLC MACKAY MITCHELL ENVELOPE COMPANY, LLC RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 212 | $14.9M | $2.3M |
| 5 | ALTURA CREDIT UNION ALTURA CREDIT UNION 401(K) PLAN AND TRUST | RIVERSIDE CA | 473 | $40.9M | $1.9M |
| 6 | LOS BARRIOS UNIDOS COMMUNITY CLINIC, INC. LBUCC 401(K) PLAN | DALLAS TX | 191 | $13.7M | $1.8M |
| 7 | UNGERBOECK SYSTEMS INTERNATIONAL, INC. UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN | ST. LOUIS MO | 241 | $42.6M | $1.6M |
| 8 | STRACON SERVICES GROUP, LLC STRACON SERVICES GROUP 401(K) PLAN | FORT WORTH TX | 233 | $13.0M | $1.2M |
| 9 | KIPP NYC, LLC KIPP NYC 403(B) RETIREMENT PLAN | NEW YORK NY | 1,306 | $94.6M | $874K |
| 10 | RIVERMAID TRADING COMPANY RIVERMAID TRADING COMPANY 401(K) PROFIT SHARING PLAN | LODI CA | 416 | $7.9M | $806K |
