TA Blackrock Index 2040 RET Acct
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 36 retirement plans report an interest in this investment, totaling $23.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
36
Reported interest (EOY)
$23.8M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: TA Blackrock Index 2040 RET Acct, TA Blackrock Index 2040 RET. Counts combine all variants of the same investment.
Plans holding TA Blackrock Index 2040 RET Acctranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $6.1M |
| 2 | SOUTHEAST PERSONNEL LEASING, INC. SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN | HOLIDAY FL | 2,504 | $46.5M | $2.4M |
| 3 | QUAD PLUS LLC QUAD PLUS LLC PROFIT SHARING PLAN | NEW LENOX IL | 250 | $28.1M | $2.0M |
| 4 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $1.5M |
| 5 | CARE MANAGEMENT, INC CARE MANAGEMENT, INC. 401(K) PLAN | BROOKLYN NY | 704 | $21.8M | $1.3M |
| 6 | THE PRICE COMPANIES, INC. THE PRICE COMPANIES, INC. 401(K) PLAN | MONTICELLO AR | 326 | $19.9M | $1.3M |
| 7 | THE PARTNER COMPANIES LLC THE PARTNER COMPANIES MEP | CHICAGO IL | 408 | $18.1M | $971K |
| 8 | KCPHI SERVICES, LLC DBA MAKAI HR MAKAI HR RETIREMENT PLAN | HONOLULU HI | 558 | $10.2M | $787K |
| 9 | INTELLIPRO SERVICE INC INTELLIPRO SERVICE MEP | SAN JOSE CA | 419 | $10.1M | $747K |
| 10 | NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. RETIREMENT AND 401(K) SAVINGS PLAN | CHATTANOOGA TN | 134 | $16.5M | $661K |
See all 36 plans holding TA Blackrock Index 2040 RET Acct
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