Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 129 U.S. retirement plans report holding Blackrock LIFEPATH 2040 FUND K in their Schedule of Assets, totaling $149.2M 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 | ASSOCIATED MATERIALS, LLC ASSOCIATED MATERIALS, LLC 401(K) RETIREMENT PLAN | CUYAHOGA FALLS OH | 2,874 | $186.0M | $9.3M |
| 2 | CONTINUING LIFE LLC CONTINUING LIFE 401(K) PLAN | CARLSBAD CA | 1,741 | $62.4M | $6.4M |
| 3 | MODIVCARE SOLUTIONS, LLC MODIVCARE SOLUTIONS, LLC RETIREMENT PLAN |
DENVER CO |
| 3,926 |
| $86.8M |
| $6.3M |
| 4 | AMSPEC, LLC AMSPEC, LLC RETIREMENT SAVINGS PLAN | CRANBURY NJ | 1,960 | $104.1M | $4.9M |
| 5 | COLUMBIA CREDIT UNION COLUMBIA 401(K) PLAN | VANCOUVER WA | 294 | $39.9M | $4.6M |
| 6 | PRINE HEALTH MEDICAL GROUP PRINE HEALTH MEDICAL GROUP | GARDEN CITY NY | 166 | $18.9M | $4.2M |
| 7 | BIORA THERAPEUTICS, INC. BIORA THERAPEUTICS RETIREMENT PLAN | SAN DIEGO CA | 58 | $20.2M | $4.0M |
| 8 | BT BIDCO, INC. BIORA THERAPEUTICS RETIREMENT PLAN | SAN DIEGO CA | 37 | $20.6M | $3.9M |
| 9 | ALL METRO HEALTH CARE ALL METRO HEALTH CARE 401(K) PROFIT SHARING PLAN AND TRUST | VALLEY STREAM NY | 19,122 | $34.1M | $3.5M |
| 10 | CORPORATE FINANCE GROUP, INC. CFGI 401(K) PLAN | BOSTON MA | 902 | $104.6M | $3.4M |
