Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Ta Blackrock Lifepath Index 2050 Ret Acct Pooled separate account in their Schedule of Assets, totaling $7.8M 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 | CHAMPION DISCS, INCORPORATED CHAMPION DISCS, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 114 | $14.4M | $3.0M |
| 2 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $1.1M |
| 3 | STANGENES INDUSTRIES, INC. |
PALO ALTO CA |
| 160 |
| $28.9M |
| $1.1M |
| 4 | RPI PRINT, INC. REISCHLING PRESS INC. 401(K) PROFIT SHARING PLAN AND TRUST | TUKWILA WA | 351 | $14.8M | $956K |
| 5 | ACQUIS CONSULTING GROUP, LLC ACQUIS CONSULTING GROUP, LLC RETIREMENT PLAN | NEW YORK NY | 144 | $25.8M | $809K |
| 6 | THE NAPOLI GROUP LLC THE NAPOLI GROUP LLC 401(K) PLAN | AMHERST NH | 1,018 | $7.2M | $624K |
| 7 | EXCEL CABINETS, INC. EXCEL CABINETS, INC. 401(K) PLAN | CORONA CA | 215 | $3.8M | $205K |
