Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Blackrock Blkrk Lp Idx 2040 K in their Schedule of Assets, totaling $26.7M 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 | EVERBRIDGE, INC. EVERBRIDGE, INC. 401(K) PROFIT SHARING PLAN & TRUST | VIENNA VA | 680 | $92.5M | $9.0M |
| 2 | PHYSICIANS NETWORK MEDICAL GROUP, INC. PHYSICIANS NETWORK MEDICAL GROUP 401(K) PLAN | ROSEVILLE CA | 594 | $106.5M | $7.6M |
| 3 | RAY QUINNEY & NEBEKER P. C. |
SALT LAKE CITY UT |
| 162 |
| $123.0M |
| $5.3M |
| 4 | TRAFFIC MANAGEMENT LLC TRAFFIC MANAGEMENT, INC. 401(K) PLAN | LONG BEACH CA | 834 | $19.4M | $2.7M |
| 5 | HAPPY MONEY, INC. HAPPY MONEY 401(K) PLAN | TUSTIN CA | 125 | $17.0M | $759K |
| 6 | INTERFACE INC. INTERFACE, INC. EMPLOYEE PROFIT SHARING & RETIREMENT SAVINGS PLAN | SCOTTSDALE AZ | 220 | $13.7M | $647K |
| 7 | TIETEX INTERNATIONAL LTD TIETEX INTERNATIONAL, LTD., 401(K) RETIREMENT SAVINGS PLAN | SPARTANBURG SC | 373 | $28.9M | $555K |
| 8 | RICHMOND NATIONAL SERVICES, INC. RICHMOND NATIONAL SERVICES, INC. 401(K) PLAN | GLEN ALLEN VA | 155 | $4.6M | $119K |
