Form 5500 Search

Blackrock Lifepath Index 2040 Fund

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 $3.5B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
86
Reported interest (EOY)
$3.5B
Data source
DOL Form 5500 · Schedule D

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.

Plans holding Blackrock Lifepath Index 2040 Fundranked by reported interest

Unlock full list (Pro)
#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1GREAT GRAY TRUST COMPANY, LLC
MYWAYRETIREMENT INDEX 2040 FUND
LAS VEGAS
NV
$810.7M$807.8M
2FARMERS GROUP, INC.
FARMERS GROUP, INC. 401(K) SAVINGS PLAN
WOODLAND HILLS
CA
17,891$5.0B$392.2M
3HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
CHARLOTTE
NC
$16.2B$370.3M
4BUILDERS FIRSTSOURCE, INC.
BUILDERS FIRSTSOURCE 401(K) SAVINGS PLAN
IRVING
TX
28,609$2.0B$233.1M
5INOVA HEALTH SYSTEM FOUNDATION
INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN
FAIRFAX
VA
22,853$3.5B$206.3M
6MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN
NEW YORK
NY
17,704$7.4B$201.4M
7SIEMENS ENERGY, INC.
SIEMENS ENERGY, INC. SAVINGS PLAN
ORLANDO
FL
11,052$4.0B$188.9M
8PENNEY OPCO, LLC
J.C. PENNEY CORPORATION, INC. SAVINGS PLANS MASTER TRUST
PLANO
TX
$2.1B$115.9M
9THE NORTHERN TRUST COMPANY
THE NORTHERN TRUST COMPANY THRIFT-INCENTIVE PLAN
CHICAGO
IL
9,650$3.8B$112.3M
10ENBRIDGE EMPLOYEE SERVICES, INC.
ENBRIDGE EMPLOYEE SERVICES, INC. EMPLOYEES' SAVINGS PLAN
HOUSTON
TX
7,226$2.1B$108.6M
See all 86 plans holding Blackrock Lifepath Index 2040 Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro
Browse the collective-trust directory or the fund holdings directory.