Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Blackrock Blackrock Lifepath Index 2040 in their Schedule of Assets, totaling $326.9M 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 | MONTEFIORE MEDICAL CENTER MONTEFIORE MEDICAL CENTER 403(B) PLAN | BRONX NY | 16,359 | $4.3B | $258.2M |
| 2 | FANATICS HOLDINGS, INC. FANATICS 401(K) RETIREMENT PLAN | NEW YORK NY | 10,927 | $364.4M | $35.1M |
| 3 | PROVIDENCE DAY SCHOOL, INC PROVIDENCE DAY SCHOOL DEFINED CONTRIBUTION PLAN |
CHARLOTTE NC |
| 404 |
| $76.3M |
| $6.9M |
| 4 | MATTAMY HOMES CORPORATION MATTAMY HOMES CORPORATION RETIREMENT PLAN | ORLANDO FL | 804 | $56.5M | $5.9M |
| 5 | GIFFORD HEALTH CARE, INC. GIFFORD HEALTH CARE, INC. 403(B) RETIREMENT PLAN | RANDOLPH VT | 636 | $74.1M | $3.1M |
| 6 | BISON TRANSPORT (USA), INC. BISON TRANSPORT (USA), INC. EMPLOYEES' 401(K) PLAN | AMHERST WI | 921 | $41.3M | $2.4M |
| 7 | UROLOGY CENTERS OF ALABAMA, P.C. UROLOGY CENTERS OF ALABAMA, P.C. 401(K) PROFIT SHARING RETIREMENT PLAN | HOMEWOOD AL | 219 | $58.2M | $2.1M |
| 8 | SNYDER & ASSOCIATES, INC. SNYDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ANKENY IA | 297 | $60.0M | $2.1M |
| 9 | THOREK MEMORIAL HOSPITAL THOREK MEMORIAL HOSPITAL 401(K) PLAN | CHICAGO IL | 482 | $20.5M | $2.0M |
| 10 | SMITH FREED & EBERHARD, P.C. SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN | PORTLAND OR | 66 | $12.8M | $2.0M |
