Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BlackRock BlackRock Lifepath Index 2040 Fund K (1) in their Schedule of Assets, totaling $3.3M 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 | KELLER GROUP KELLER GROUP 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 377 | $24.8M | $3.3M |
