Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Black Rock BlackRock LifePath Index 2040 in their Schedule of Assets, totaling $331K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOPEDALE MEDICAL FOUNDATION HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN | HOPEDALE IL | 284 | $11.9M | $324K |
| 2 | LEGEND AUTOMOTIVE INCORPORATED LEGEND AUTOMOTIVE INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | LONDON KY | 173 | $1.4M | $7K |
