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 $209.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Blackrock Lifepath Index 2055, Blackrock Lifepath Index 2055 Fund, Blackrock Lifepath Index 2055 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 2055 FUND | LAS VEGAS NV | — | $436.4M | $434.9M |
| 2 | HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE NC | — | $16.2B | $253.8M |
| 3 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 17,704 | $7.4B | $218.2M |
| 4 | FARMERS GROUP, INC. FARMERS GROUP, INC. 401(K) SAVINGS PLAN | WOODLAND HILLS CA | 17,891 | $5.0B | $203.0M |
| 5 | INOVA HEALTH SYSTEM FOUNDATION INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN | FAIRFAX VA | 22,853 | $3.5B | $191.1M |
| 6 | ADVANCED PERSONAL CARE ADVANCED PERSONAL CARE 401(K) PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 159 | $4.6M | $72.7M |
| 7 | SIEMENS ENERGY, INC. SIEMENS ENERGY, INC. SAVINGS PLAN | ORLANDO FL | 11,052 | $4.0B | $68.6M |
| 8 | PENNEY OPCO, LLC J.C. PENNEY CORPORATION, INC. SAVINGS PLANS MASTER TRUST | PLANO TX | — | $2.1B | $59.7M |
| 9 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN | NEW YORK NY | 15,230 | $1.5B | $54.5M |
| 10 | BUILDERS FIRSTSOURCE, INC. BUILDERS FIRSTSOURCE 401(K) SAVINGS PLAN | ANDOVER MA | 31,456 | $1.7B | $48.4M |
