Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BLACKROCK LIFEPATH 2040 A in their Schedule of Assets, totaling $1.8M 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 | COPAN DIAGNOSTICS, INC. COPAN DIAGNOSTICS 401K PROFIT SHARING PLAN & TRUST | MURRIETA CA | 240 | $5.7M | $570K |
| 2 | NORTHERN DUTCHESS PARAMEDICS INC NORTHERN DUTCHESS PARAMEDICS INC 401(K) PLAN | RHINEBECK NY | 117 | $2.8M | $492K |
| 3 | D 3 LLC D 3 LLC 401(K) PROFIT SHARING PLAN AND TRUST |
MELVILLE NY |
| 200 |
| $7.0M |
| $341K |
| 4 | HEYL TRUCK LINES INC. HEYL COMPANIES 401(K) PLAN | AKRON IA | 553 | $10.7M | $222K |
| 5 | SUCCESS TODAY STAFFING, LLC SUCCESS TODAY STAFFING, LLC 401K PLAN | CLINTON TOWNSHIP MI | 251 | $4.5M | $204K |