Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding BlackRock Lfpth Indx 2040 K Fd - in their Schedule of Assets, totaling $25.2M 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 | HABITAT FOR HUMANITY INTERNATIONAL, INC. HABITAT FOR HUMANITY 403(B) PLAN | AMERICUS GA | 653 | $94.1M | $7.1M |
| 2 | NOVOZYMES NORTH AMERICA, INC. NOVOZYMES NORTH AMERICA, INC. 401(K) SAVINGS PLAN | FRANKLINTON NC | 1,170 | $351.5M | $6.2M |
| 3 | WARD TRANSPORT & LOGISTICS CORP. |
ALTOONA PA |
| 1,600 |
| $87.6M |
| $4.6M |
| 4 | NATIONAL PEN CO. LLC NATIONAL PEN & ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | SHELBYVILLE TN | 200 | $41.7M | $1.1M |
| 5 | LA MESA RV CENTER, INC. LA MESA RV CENTER, INC. EMPLOYEES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,087 | $31.8M | $806K |
| 6 | PIEDMONT ACCESS TO HEALTH SERVICES, INC. PIEDMONT ACCESS TO HEALTH SERVICES, INC. 403(B) PLAN | DANVILLE VA | 335 | $9.3M | $691K |
| 7 | BURN AND RECONSTRUCTIVE CENTERS OF AMERICA, LLC BURN AND RECONSTRUCTIVE CENTERS OF AMERICA, LLC 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 137 | $19.4M | $658K |
| 8 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $617K |
| 9 | KIRK NATIONALEASE ADMINISTRATION COMPANY KIRK NATIONALEASE CO. 401(K) PROFIT SHARING PLAN | SIDNEY OH | 174 | $6.0M | $603K |
| 10 | WDC ACQUISITION LLC WDC 401(K) AND PROFIT SHARING PLAN | CRESTON IA | 290 | $8.5M | $475K |
