Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Blackrock BlackRock LifePath Dynamic 2040 Fund S N/R in their Schedule of Assets, totaling $9.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EVERGEN EVERGEN 401(K) PLAN | ALACHUA FL | 671 | $61.5M | $6.4M |
| 2 | SURGALIGN TECHNOLOGIES, INC SECTION 401(K) PLAN FOR EMPLOYEES OF SURGALIGN SPINE TECHNOLOGIES, INC. | DEERFIELD IL | 29 | $22.9M | $2.8M |
