Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding BlackRock LifePath® Index Retirement Fund Class K Mutual Fund in their Schedule of Assets, totaling $38.7M 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 | COMPORIUM, INC. THE COMPORIUM INC 401K AND RETIREMENT PLAN | ROCK HILL SC | 960 | $223.5M | $23.1M |
| 2 | RAKUTEN USA RAKUTEN USA 401(K) PLAN | SAN MATEO CA | 1,567 | $310.5M | $9.3M |
| 3 | PASSERO ASSOCIATES, DPC PASSERO ASSOCIATES, P.C. MUTUAL SAVINGS PLAN |
ROCHESTER NY |
| 173 |
| $19.4M |
| $4.1M |
| 4 | ENVIROBUSINESS, INC. ENVIROBUSINESS, INC. 401(K) PLAN | BURLINGTON MA | 428 | $48.7M | $1.9M |
| 5 | BOSTON BOATWORKS, LLC BOSTON BOATWORKS, LLC 401(K) PLAN | CHARLESTOWN MA | 19 | $4.7M | $242K |
| 6 | WESTERN AUTO OF PUERTO RICO, INC. C/O ADVANCE STOR WESTERN AUTO OF PUERTO RICO, INC. RETIREMENT SAVINGS PLAN | ROANOKE VA | 918 | $10.1M | $91K |
