Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Blackrock Blackrock Lifepath Index 2040 Fund in their Schedule of Assets, totaling $353.6M 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 | MEMORIAL HERMANN HEALTH SYSTEM MEMORIAL HERMANN HEALTH SYSTEM EMPLOYEES' RETIREMENT SAVINGS PLAN | HOUSTON TX | 32,735 | $3.3B | $254.7M |
| 2 | APACHE CORPORATION APACHE CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 1,563 | $715.3M | $28.2M |
| 3 | APACHE CORPORATION APACHE CORPORATION MONEY PURCHASE RETIREMENT PLAN |
HOUSTON TX |
| 1,583 |
| $271.3M |
| $15.0M |
| 4 | J.S. HELD LLC J.S. HELD LLC 401(K) PROFIT SHARING PLAN | JERICHO NY | 1,468 | $174.8M | $11.0M |
| 5 | MEMORIAL HERMANN HEALTH SYSTEM MEMORIAL HERMANN HEALTH SYSTEM 401(K) RETIREMENT SAVINGS PLAN AND TRUST | HOUSTON TX | 2,483 | $105.6M | $6.6M |
| 6 | BRINKMANN INSTRUMENTS, INC. DBA METROHM USA, INC. METROHM USA, INC. AND ITS AFFILIATED COMPANIES 401(K) PLAN | RIVERVIEW FL | 386 | $58.1M | $5.0M |
| 7 | WD-40 COMPANY WD-40 COMPANY PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 245 | $116.8M | $4.8M |
| 8 | MORTGAGE BANKERS ASSOCIATION THE MORTGAGE BANKERS ASSOCIATION 401(K) SAVINGS PLAN | WASHINGTON DC | 158 | $77.5M | $3.8M |
| 9 | JEL SERT COMPANY JEL SERT COMPANY INCENTIVE SAVINGS PLAN | WEST CHICAGO IL | 245 | $41.9M | $2.8M |
| 10 | RIPLEY ENTERTAINMENT, INC. RIPLEY ENTERTAINMENT 401(K) PLAN | ORLANDO FL | 553 | $15.7M | $2.2M |
