Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding BR LP INDEX 2025 FUND - K in their Schedule of Assets, totaling $3.7M 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 | ILLUMINATE OPERATIONS INC. ILLUMINATE OPERATIONS INC. 401(K) PLAN | HERNDON VA | 209 | $15.4M | $1.5M |
| 2 | CAP DIAGNOSTICS LLC CAP DIAGNOSTICS LLC 401K PLAN | IRVINE CA | 222 | $5.3M | $570K |
| 3 | INCIPE, LLC DBA HAWK FORD OF OAK INCIPE, LLC DBA HAWK FORD OF OAK LAWN 401(K) PLAN |
WESTMONT IL |
| 398 |
| $11.4M |
| $498K |
| 4 | ALLIED DENTAL PRACTICES OF NJ PROSMILE RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 830 | $13.2M | $430K |
| 5 | KOOL PAK, LLC KOOL PAK DEFERRED INCOME PLAN | PORTLAND OR | 100 | $2.7M | $366K |
| 6 | TUERK HOUSE, INC. THE TUERK HOUSE, INC. 401(K) | BALTIMORE MD | 156 | $978K | $161K |
| 7 | BIORA THERAPEUTICS, INC. BIORA THERAPEUTICS RETIREMENT PLAN | SAN DIEGO CA | 58 | $20.2M | $146K |
| 8 | KENO KOZIE SERVICES, LLC KENO KOZIE SERVICES 401(K) PLAN | CHICAGO IL | 0 | $0 | $36K |
