Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 236 retirement plans report an interest in this investment, totaling $179.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Blackrock Lifepath Index 2040, Blackrock Lifepath Index 2040 Fund, Blackrock Lifepath Index 2040 K. 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 2040 FUND | LAS VEGAS NV | — | $810.7M | $807.8M |
| 2 | FARMERS GROUP, INC. FARMERS GROUP, INC. 401(K) SAVINGS PLAN | WOODLAND HILLS CA | 17,891 | $5.0B | $392.2M |
| 3 | HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE NC | — | $16.2B | $370.3M |
| 4 | INOVA HEALTH SYSTEM FOUNDATION INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN | FAIRFAX VA | 22,853 | $3.5B | $206.3M |
| 5 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 17,704 | $7.4B | $201.4M |
| 6 | BUILDERS FIRSTSOURCE, INC. BUILDERS FIRSTSOURCE 401(K) SAVINGS PLAN | ANDOVER MA | 31,456 | $1.7B | $196.3M |
| 7 | SIEMENS ENERGY, INC. SIEMENS ENERGY, INC. SAVINGS PLAN | ORLANDO FL | 11,052 | $4.0B | $188.9M |
| 8 | PENNEY OPCO, LLC J.C. PENNEY CORPORATION, INC. SAVINGS PLANS MASTER TRUST | PLANO TX | — | $2.1B | $115.9M |
| 9 | GENWORTH FINANCIAL, INC GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN | GLEN ALLEN VA | 2,802 | $955.5M | $79.8M |
| 10 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN | NEW YORK NY | 15,230 | $1.5B | $74.4M |
