Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BlackRock Funds BlackRock Lifepath Index 2040 K in their Schedule of Assets, totaling $6.9M 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 | BMSS, LLC BMSS 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 349 | $36.0M | $3.2M |
| 2 | SOFTCHOICE CORPORATION SOFTCHOICE CORPORATION 401(K) PLAN | MARYLAND HEIGHTS MO | 514 | $68.3M | $2.6M |
| 3 | PHUSION PROJECTS, LLC PHUSION PROJECTS, LLC 401(K) PLAN |
CHICAGO IL |
| 118 |
| $12.4M |
| $845K |
| 4 | HYBRID PROMOTIONS, LLC HYBRID PROMOTIONS, LLC INCENTIVE SAVINGS PLAN | CYPRESS CA | 436 | $35.9M | $226K |
