Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lifetime 2025 Fund in their Schedule of Assets, totaling $150K 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 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF EASTERN LOS ANGELES | ALHAMBRA CA | 355 | $42.7M | $139K |
| 2 | EASTERN NIAGARA HOSPITAL, INC. EASTERN NIAGARA HOSPITAL 403(B) RETIREMENT PLAN | LOCKPORT NY | 34 | $127K | $11K |
