Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 86 retirement plans report an interest in this investment, totaling $3.2B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Blackrock Lifepath Index 2040 Fund, Blackrock Lifepath Index 2040, Blackrock Lifepath Index 2040 K, Blackrock Lifepath Index 2040 CIT, Blackrock Lifepath Index 2040 FD N, Blackrock Lifepath Index 2040 Funds. 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 | ENBRIDGE EMPLOYEE SERVICES, INC. ENBRIDGE EMPLOYEE SERVICES, INC. EMPLOYEES' SAVINGS PLAN | HOUSTON TX | 7,116 | $1.8B | $91.1M |
| 10 | GENWORTH FINANCIAL, INC GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN | GLEN ALLEN VA | 2,802 | $955.5M | $79.8M |
