Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Blackrock LifePath Dynamic 2040 in their Schedule of Assets, totaling $20.0M 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 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $19.9M |
| 2 | LAPHAM-HICKEY STEEL CORP. THE SALARY THRIFT SAVINGS PLAN FOR EMPLOYEES OF LAPHAM-HICKEY STEEL CORP | BEDFORD PARK IL | 674 | $53.3M | $142K |
