Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 94 U.S. retirement plans report holding Blackrock Blackrock Lifepath Index 2040 K - in their Schedule of Assets, totaling $208.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GYPSUM MANAGEMENT AND SUPPLY INC GYPSUM MANAGEMENT AND SUPPLY, INC. 401(K) SAVINGS PLAN | TUCKER GA | 6,021 | $309.8M | $22.8M |
| 2 | GRAHAM HEALTH SERVICES, LLC GRAHAM HEALTHCARE GROUP 401(K) PROFIT SHARING PLAN | TROY MI | 3,649 | $117.3M | $13.5M |
| 3 | REPUBLIC AIRWAYS HOLDINGS INC. |
INDIANAPOLIS IN |
| 6,342 |
| $577.6M |
| $13.2M |
| 4 | FREEDOM MORTGAGE CORPORATION FREEDOM MORTGAGE 401K PLAN | MT. LAUREL NJ | 3,216 | $200.3M | $12.5M |
| 5 | FERRARA CANDY COMPANY FERRARA CANDY COMPANY 401(K) PLAN | CHICAGO IL | 2,765 | $217.3M | $12.0M |
| 6 | OSG USA, INC. OSG USA, INC. PROFIT SHARING AND 401(K) PLAN | ST. CHARLES IL | 398 | $72.3M | $10.0M |
| 7 | CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN | CHARLOTTE NC | 477 | $109.4M | $7.6M |
| 8 | HARMS OIL COMPANY HARMS OIL COMPANY 401(K) PLAN | BROOKINGS SD | 328 | $47.5M | $5.5M |
| 9 | SOUTH CAROLINA ONCOLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P. A. | COLUMBIA SC | 209 | $51.0M | $5.3M |
| 10 | NYACK HOSPITAL NYACK HOSPITAL RETIREMENT SAVINGS PLAN | NYACK NY | 831 | $98.0M | $5.2M |
