Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding PIM REALPATH BLEND 2040 INST in their Schedule of Assets, totaling $16.0M 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 | ABX INNOVATIVE PACKAGING ABX 401(K) RETIREMENT PLAN | CHARLOTTE NC | 685 | $43.1M | $3.2M |
| 2 | SANIMAX USA LLC SANIMAX 401(K) PLAN | GREEN BAY WI | 331 | $44.7M | $2.7M |
| 3 | WILLIAM H. LEAHY ASSOCIATES, INC LEAHY FAMILY OF COMPANIES 401(K) |
| 204 |
| $11.9M |
| $2.4M |
| 4 | MORAE GLOBAL CORPORATION MORAE GLOBAL CORPORATION 401(K) PLAN | HOUSTON TX | 144 | $12.8M | $2.0M |
| 5 | PAYROC WORLDACCESS, LLC PAYROC WORLDACCESS, LLC 401(K) PLAN | TINLEY PARK IL | 643 | $25.1M | $1.8M |
| 6 | LAUNCH MANAGEMENT SERVICES, LLC LAUNCH MANAGEMENT SERVICES, LLC RETIREMENT PLAN | OAK BROOK IL | 753 | $12.1M | $1.6M |
| 7 | TOTO USA, INC. TOTO USA, INC. 401(K) RETIREMENT PLAN | MORROW GA | 569 | $49.5M | $1.0M |
| 8 | EDUCATION ANALYTICS EDUCATION ANALYTICS 401(K) PLAN | MADISON WI | 108 | $15.6M | $806K |
| 9 | ASIAN HUMAN SERVICES DBA TRELLUS ASIAN HUMAN SERVICES D.B.A TRELLUS 401(K) PLAN | CHICAGO IL | 103 | $1.5M | $241K |
| 10 | INDEPENDENT TECHNOLOGIES, LLC ANOVA 401(K) PLAN | BLAIR NE | 87 | $7.7M | $162K |
