Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding BlackRock LifePath® Index Retirement Fund Class K Shares in their Schedule of Assets, totaling $96.1M 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 | CLARIVATE ANALYTICS (US) LLC CLARIVATE ANALYTICS 401(K) SAVINGS PLAN | ANN ARBOR MI | 2,732 | $519.7M | $32.0M |
| 2 | ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN | ALTAMONTE SPRINGS FL | 3,853 | $332.4M | $26.2M |
| 3 | PEPSI BOTTLING VENTURES LLC |
RALEIGH NC |
| 3,141 |
| $219.7M |
| $12.2M |
| 4 | ULTRA CLEAN TECHNOLOGY SYSTEMS AND SERVICE, INC. UCT RETIREMENT SAVINGS PLAN | HAYWARD CA | 1,772 | $147.0M | $11.2M |
| 5 | PRIMA INDUSTRIE NORTH AMERICA, INC PRIMA INDUSTRIE NORTH AMERICA, INC. 401(K) PLAN | CHICOPEE MA | 195 | $34.7M | $3.4M |
| 6 | GOLD EAGLE CO. GOLD EAGLE COMPANY PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 199 | $55.2M | $3.4M |
| 7 | MIDWEST ORTHOPAEDIC CONSULTANTS, SC MIDWEST ORTHOPAEDIC CONSULTANTS, S. C. PROFIT SHARING 401(K) PLAN | ORLAND PARK IL | 77 | $13.9M | $2.4M |
| 8 | ICIMS ICIMS 401(K) PLAN | HOLMDEL NJ | 697 | $105.6M | $1.9M |
| 9 | RAILPROS, INC. RAILPROS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 1,034 | $44.0M | $1.5M |
| 10 | HASKELL & WHITE, LLP HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN | IRVINE CA | 112 | $21.6M | $620K |
