Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Blackrock Lifepath Index Retirement in their Schedule of Assets, totaling $347.5M 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 | CREDIT UNION RETIREMENT PLAN ASSOCIATION CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN | MILWAUKEE WI | 19,109 | $2.1B | $104.4M |
| 2 | HURON CONSULTING GROUP INC. HURON CONSULTING GROUP RETIREMENT SAVINGS PLAN | CHICAGO IL | 4,591 | $1.1B | $44.7M |
| 3 | MASTERBRAND, INC. |
BEACHWOOD OH |
| 6,582 |
| $544.3M |
| $40.1M |
| 4 | ABSOPURE WATER COMPANY, ET AL. ABSOPURE WATER COMPANY, ET AL. 401(K) PROFIT SHARING PLAN | PLYMOUTH MI | 4,554 | $474.2M | $31.6M |
| 5 | TRINITY HEALTH TRINIPLUS RETIREMENT PLAN | MINOT ND | 2,366 | $407.3M | $30.0M |
| 6 | GEODIS LOGISTICS, LLC GEODIS USA RETIREMENT PLAN | BRENTWOOD TN | 14,100 | $341.3M | $26.8M |
| 7 | TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. TRI-STATE 401K PLAN AND TRUST | DENVER CO | 1,181 | $279.0M | $21.7M |
| 8 | JACKSON NATIONAL LIFE INSURANCE COMPANY JACKSON NATIONAL LIFE INSURANCE COMPANY DEFINED CONTRIBUTION PLAN | LANSING MI | 3,980 | $1.4B | $16.1M |
| 9 | LEEDSWORLD, INC. PCNA 401(K) PLAN | NEW KENSINGTON PA | 1,810 | $84.1M | $7.4M |
| 10 | CURIUM US LLC CURIUM US LLC 401(K) PLAN | ST. LOUIS MO | 541 | $85.1M | $5.2M |
