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 Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | CUTTER & BUCK INC. CUTTER & BUCK 401(K) PLAN | RENTON WA | 334 | $27.1M | $793K |
| 2 | HUMAN RESOURCES AGENCY OF NEW BRITAIN, INC. THE 401(K) PROFIT SHARING PLAN OF HUMAN RESOURCES AGENCY OF NEW BRITAIN, INC | NEW BRITAIN CT | 193 | $4.8M | $219K |
