Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BlackRock, Inc. LifePath Index 2040 K in their Schedule of Assets, totaling $1.1M 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 | TELEVISION WISCONSIN, INC. MORGAN MURPHY MEDIA SAVINGS & PROFIT SHARING PLAN | MADISON WI | 533 | $61.8M | $1.1M |
| 2 | USA BOUQUET LLC USA BOUQUET LLC 401(K) PLAN | MIAMI FL | 175 | $4.5M | $15K |
