Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 83 retirement plans report an interest in this investment, totaling $3.8B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Blackrock Lifepath Index 2035 Fund, Blackrock Lifepath Index 2035, Blackrock Lifepath Index 2035 CIT, Blackrock Lifepath Index 2035 K, Blackrock Lifepath Index 2035 Funds, Blackrock Lifepath Index 2035 FD N. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREAT GRAY TRUST COMPANY, LLC MYWAYRETIREMENT INDEX 2035 FUND | LAS VEGAS NV | — | $974.3M | $972.1M |
| 2 | HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE NC | — | $16.2B | $483.4M |
| 3 | FARMERS GROUP, INC. FARMERS GROUP, INC. 401(K) SAVINGS PLAN | WOODLAND HILLS CA | 17,891 | $5.0B | $474.7M |
| 4 | BUILDERS FIRSTSOURCE, INC. BUILDERS FIRSTSOURCE 401(K) SAVINGS PLAN | ANDOVER MA | 31,456 | $1.7B | $268.8M |
| 5 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 17,704 | $7.4B | $211.1M |
| 6 | SIEMENS ENERGY, INC. SIEMENS ENERGY, INC. SAVINGS PLAN | ORLANDO FL | 11,052 | $4.0B | $194.6M |
| 7 | INOVA HEALTH SYSTEM FOUNDATION INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN | FAIRFAX VA | 22,853 | $3.5B | $192.1M |
| 8 | PENNEY OPCO, LLC J.C. PENNEY CORPORATION, INC. SAVINGS PLANS MASTER TRUST | PLANO TX | — | $2.1B | $160.5M |
| 9 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN | NEW YORK NY | 15,230 | $1.5B | $98.6M |
| 10 | ENBRIDGE EMPLOYEE SERVICES, INC. ENBRIDGE EMPLOYEE SERVICES, INC. EMPLOYEES' SAVINGS PLAN | HOUSTON TX | 7,116 | $1.8B | $92.5M |
