Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Blackrock Lifepath Index Retire in their Schedule of Assets, totaling $9.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THEISEN SUPPLY, INC. THEISEN'S ASSOCIATES 401(K) PLAN | DUBUQUE IA | 985 | $17.9M | $3.7M |
| 2 | JOHNS HOPKINS FEDERAL CREDIT UNION JOHNS HOPKINS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BALTIMORE MD | 110 | $15.5M | $1.3M |
| 3 | MAINE CREDIT UNION LEAGUE MAINE CREDIT UNION LEAGUE CAPITAL ACCUMULATION PLAN |
PORTLAND ME |
| 186 |
| $34.8M |
| $1.2M |
| 4 | RED RIVER BANCSHARES, INC. RED RIVER BANK 401(K) PROFIT SHARING PLAN | ALEXANDRIA LA | 349 | $36.9M | $931K |
| 5 | MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MERCED CA | 100 | $14.3M | $781K |
| 6 | HUMANE SOCIETY OF TAMPA BAY HUMANE SOCIETY OF TAMPA BAY 401(K) PLAN | TAMPA FL | 108 | $2.3M | $413K |
| 7 | FIRST CITIZENS FINANCIAL CORPORATION FIRST CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN | MASON CITY IA | 206 | $41.8M | $385K |
| 8 | GOODWILL INDUSTRIES OF LUBBOCK, INC. GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN | LUBBOCK TX | 149 | $1.2M | $104K |
| 9 | IDEATEK TELCOM, LLC IDEATEK TELCOM, LLC 401(K) PLAN | BUHLER KS | 165 | $6.7M | $84K |
| 10 | METROPOLITAN ALLIANCE OF CONNECTED COMMUNITIES MACC 403(B) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 264 | $6.3M | $23K |
