Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 45 retirement plans report an interest in this investment, totaling $401.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Blackrock Lifepath Index 2065 Fund, Blackrock Lifepath Index 2065, Blackrock Lifepath Index 2065 K, Blackrock Lifepath Index 2065 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 2065 FUND | LAS VEGAS NV | — | $94.2M | $93.6M |
| 2 | HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE NC | — | $16.2B | $79.6M |
| 3 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 17,704 | $7.4B | $57.8M |
| 4 | FARMERS GROUP, INC. FARMERS GROUP, INC. 401(K) SAVINGS PLAN | WOODLAND HILLS CA | 17,891 | $5.0B | $44.8M |
| 5 | INOVA HEALTH SYSTEM FOUNDATION INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN | FAIRFAX VA | 22,853 | $3.5B | $31.0M |
| 6 | SIEMENS ENERGY, INC. SIEMENS ENERGY, INC. SAVINGS PLAN | ORLANDO FL | 11,052 | $4.0B | $17.5M |
| 7 | BUILDERS FIRSTSOURCE, INC. BUILDERS FIRSTSOURCE 401(K) SAVINGS PLAN | ANDOVER MA | 31,456 | $1.7B | $13.3M |
| 8 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN | NEW YORK NY | 15,230 | $1.5B | $12.4M |
| 9 | THE DEPOSITORY TRUST & CLEARING CORPORATION THE DEPOSITORY TRUST & CLEARING CORPORATION MASTER SAVINGS PLAN TRUST | JERSEY CITY NJ | — | $1.8B | $9.3M |
| 10 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN A * | AUSTIN MN | 4,987 | $1.2B | $7.9M |
