Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BLACKROCK LIFEPATH 2040 INDEX in their Schedule of Assets, totaling $76.3M 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 | DIRECTV ENTERTAINMENT HOLDINGS LLC DIRECTV SAVINGS PLAN MASTER TRUST | EL SEGUNDO CA | — | $569.1M | $38.3M |
| 2 | DIRECTV ENTERTAINMENT HOLDINGS LLC DIRECTV RETIREMENT SAVINGS PLAN | EL SEGUNDO CA | 7,057 | $597.2M | $37.9M |
