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 Registered Investment Company in their Schedule of Assets, totaling $73.2M 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 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $35.6M |
| 2 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $33.1M |
| 3 | SOUTHERN OREGON CARDIOLOGY LLC SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN |
MEDFORD OR |
| 98 |
| $29.8M |
| $3.3M |
| 4 | RIVERMAID TRADING COMPANY RIVERMAID TRADING COMPANY 401(K) P/S PLAN | LODI CA | 96 | $9.4M | $1.1M |
| 5 | COJE, LLC D/B/A COJE MANAGEMENT GROUP COJE, LLC 401(K) PLAN | BOSTON MA | 759 | $3.4M | $5K |
