Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock LifePath Dynamic 2040 Fund " in their Schedule of Assets, totaling $135.7M 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 | YAHOO HOLDINGS INC YAHOO 401(K) SAVINGS PLAN | NEW YORK NY | 3,916 | $1.2B | $130.0M |
| 2 | TRIM-TEX, INC. TRIM-TEX, INC. EMPLOYEES PROFIT SHARING PLAN | LINCOLNWOOD IL | 145 | $27.2M | $3.4M |
| 3 | HMP ACQUISITION HOLDINGS LLC HMP COMMUNICATIONS HOLDINGS, LLC EMPLOYEE 401(K) PLAN |
MALVERN PA |
| 299 |
| $23.1M |
| $2.3M |
