Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding BLK LP INDEX 2030 FUND INST in their Schedule of Assets, totaling $11.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATLANTIC AUTOMOTIVE CORP. ATLANTIC AUTOMOTIVE CORP. 401(K) PLAN | TOWSON MD | 2,794 | $149.4M | $4.5M |
| 2 | ADVANCION CORPORATION ADVANCION CORPORATION 401(K) AND PROFIT SHARING PLAN | BUFFALO GROVE IL | 262 | $39.4M | $2.3M |
| 3 | MORRISON EXPRESS CORP.USA MORRISON EXPRESS CORP. (USA) 401(K) RETIREMENT PLAN |
EL SEGUNDO CA |
| 236 |
| $12.4M |
| $1.9M |
| 4 | LEISURE POOLS USA TRADING, INC. LEISURE POOLS USA TRADING INC. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 264 | $2.5M | $1.1M |
| 5 | SMS HOLDINGS CORP. SMS HOLDINGS CORP. 401(K) SAVINGS PLAN | NASHVILLE TN | 4,006 | $8.6M | $973K |
| 6 | WTC WEND WTC WEND 401(K) SAVINGS PLAN | NASHVILLE TN | 827 | $4.7M | $705K |
| 7 | POWERTEK CORPORATION POWERTEK CORPORATION 401(K) PLAN | ROCKVILLE MD | 24 | $8.8M | $339K |
