Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BlackRock Inst Trust Company BlackRock LPTH Index 2040 G Fund in their Schedule of Assets, totaling $23.0M 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 | EVERGREEN PACKAGING LLC EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING | LAKE FOREST IL | 1,210 | $250.0M | $18.8M |
| 2 | PACTIV EVERGREEN SERVICES INC. EMPLOYEE SAVINGS PLAN FOR PACTIV BARGAINING | LAKE FOREST IL | 963 | $42.2M | $4.2M |