Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Ta Blackrock Lifepath Index Retirement Ret Acct Pooled separate account in their Schedule of Assets, totaling $8.0M 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 | $3.3M |
| 2 | STANGENES INDUSTRIES, INC. STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN | PALO ALTO CA | 160 | $28.9M | $2.9M |
| 3 | RPI PRINT, INC. REISCHLING PRESS INC. 401(K) PROFIT SHARING PLAN AND TRUST |
TUKWILA WA |
| 351 |
| $14.8M |
| $698K |
| 4 | THE NAPOLI GROUP LLC THE NAPOLI GROUP LLC 401(K) PLAN | AMHERST NH | 1,018 | $7.2M | $569K |
| 5 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $474K |
| 6 | EXCEL CABINETS, INC. EXCEL CABINETS, INC. 401(K) PLAN | CORONA CA | 215 | $3.8M | $117K |
