Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding ^ Blackrock Lifepath Idx 2040 K Registered Investment Company a in their Schedule of Assets, totaling $3.0M 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 | IMPERIAL CAPITAL, LLC THE IMPERIAL CAPITAL, LLC 401(K) PLAN | LOS ANGELES CA | 90 | $44.8M | $3.0M |
