Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock Lifepath Indx 2065 K in their Schedule of Assets, totaling $131K 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 | STORE MANAGEMENT SYSTEM LLC SMS ECONO RETIREMENT PLAN | COMERIO PR | 483 | $744K | $78K |
| 2 | HORNE LLP HORNE LLP PUERTO RICO EMPLOYEES PROFIT SHARING PLAN | RIDGELAND MS | 161 | $6.3M | $45K |
| 3 | KENTUCKY BLOOD CENTER KENTUCKY BLOOD CENTER 401(K) DC PLAN |
LEXINGTON KY |
| 262 |
| $20.9M |
| $8K |
