Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BlackRock Lifepath Index Retirement K Fund Mutual Fund in their Schedule of Assets, totaling $22.9M 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 | GROCERY OUTLET INC. GROCERY OUTLET INC. RETIREMENT PLAN | EMERYVILLE CA | 983 | $130.5M | $15.8M |
| 2 | AFS, LLC AFS, LLC 401(K) PLAN | SHREVEPORT LA | 262 | $17.7M | $2.7M |
| 3 | DEGENKOLB ENGINEERS DEGENKOLB ENGINEERS PROFIT SHARING AND 401(K) PLAN |
SAN FRANCISCO CA |
| 345 |
| $123.1M |
| $1.6M |
| 4 | R.S. HUGHES COMPANY, INC. R.S. HUGHES COMPANY, INC. 401(K) PLAN | SUNNYVALE CA | 585 | $62.0M | $1.6M |
| 5 | ATLANTIC TESTING LABORATORIES, LIMITED ATLANTIC TESTING LABORATORIES, LIMITED 401(K) RETIREMENT SAVINGS PLAN | CANTON NY | 246 | $22.6M | $1.3M |
