Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Blackrock Lifepath 2040 K in their Schedule of Assets, totaling $11.1M 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 | TURN BEHAVIORAL HEALTH SERVICES TURN BEHAVIORAL HEALTH SERVICES RETIREMENT PLAN | SAN DIEGO CA | 619 | $22.1M | $2.6M |
| 2 | CROSBY US ACQUISITION CORP. KITO CROSBY 401(K) RETIREMENT SAVINGS PLAN FOR NON-UNION EE'S | TULSA OK | 943 | $34.3M | $1.4M |
| 3 | LIVEWIRE EV, LLC |
MILWAUKEE WI |
| 167 |
| $28.9M |
| $1.2M |
| 4 | KIDANGO, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF KIDANGO, INC. | FREMONT CA | 791 | $16.2M | $1.0M |
| 5 | SUFFOLK CREDIT UNION SUFFOLK CREDIT UNION CAPITAL ACCUMULATION PLAN | MEDFORD NY | 175 | $16.0M | $972K |
| 6 | APERIA SOLUTIONS, INC. APERIA SOLUTIONS, INC. 401(K) PLAN | DALLAS TX | 140 | $11.4M | $906K |
| 7 | STAINLESS FOUNDRY & ENGINEERING, INC. STAINLESS FOUNDRY & ENGINEERING, INC. 401(K) PLAN | MILWAUKEE WI | 134 | $9.0M | $735K |
| 8 | CABINETS 2000, LLC CABINETS 2000, LLC 401(K) PLAN | NORWALK CA | 226 | $4.0M | $528K |
| 9 | SERVICE MANAGEMENT GROUP, LLC SERVICE MANAGEMENT GROUP 401(K) PLAN | KANSAS CITY MO | 135 | $26.4M | $424K |
| 10 | CROSBY US ACQUISITION CORP. THE CROSBY GROUP HOURLY EMPLOYEES INVESTMENT-PLUS PLAN | TULSA OK | 402 | $28.4M | $406K |
