Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock LifePath Index 2040 Class K in their Schedule of Assets, totaling $10.5M 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 | AIR DISTRIBUTION TECHNOLOGIES, INC. AIR DISTRIBUTION TECHNOLOGIES, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN | PLANTO TX | 2,920 | $122.9M | $7.4M |
| 2 | 365 RETAIL MARKETS, LLC 365 RETAIL MARKETS, LLC 401(K) PLAN | TROY MI | 542 | $28.6M | $1.5M |
| 3 | ARLINGTON COAL & LUMBER COMPANY |
ARLINGTON MA |
| 107 |
| $18.9M |
| $938K |
| 4 | LASSONDE PAPPAS AND COMPANY, INC. ZIDIAN MANAGEMENT CORP. DBA THE ZIDIAN GROUP 401(K) PROFIT SHARING PLAN | CHERRY HILL NJ | 193 | $12.1M | $362K |
| 5 | ZIDIAN MANAGEMENT CORP. ZIDIAN MANAGEMENT CORP. DBA THE ZIDIAN GROUP 401(K) PROFIT SHARING PLAN | BOARDMAN OH | 207 | $9.9M | $308K |
