Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding BlackRock Lifepath Index 2040 Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $18.4M 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 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $8.0M |
| 2 | DIGITALBRIDGE GROUP ADVISORS, LLC 401(K) PLAN OF DIGITALBRIDGE GROUP ADVISORS, LLC | BOCA RATON FL | 231 | $95.7M | $5.9M |
| 3 | BEVERLY ANESTHESIOLOGY, INC. |
LOS ANGELES CA |
| 169 |
| $33.3M |
| $1.5M |
| 4 | ACTIVE INTEREST MEDIA HOLDCO, INC. ACTIVE INTEREST MEDIA 401(K) PLAN | DES MOINES IA | 214 | $17.4M | $1.0M |
| 5 | CONCENTRUS, INC. CONCENTRUS, INC. 401(K) PLAN | DIAMOND BAR CA | 77 | $13.5M | $934K |
| 6 | EVITE, INC. EVITE INC. 401 (K) PLAN | GLENDALE CA | 72 | $8.4M | $775K |
| 7 | LOS ANGELES FEDERAL CREDIT UNION LOS ANGELES FEDERAL CREDIT UNION PROFIT/SHARING 401(K) PLAN | GLENDALE CA | 182 | $41.3M | $207K |
