Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding BlackRock LifePath® Index 2040 Fund Class K Shares Mutual Fund in their Schedule of Assets, totaling $21.2M 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 | PARKLAND (U.S.) PEOPLE CORP. PARKLAND USA 401(K) PLAN | HOUSTON TX | 2,364 | $67.8M | $8.1M |
| 2 | NEXON AMERICA, INC. NEXON AMERICA, INC. 401(K) RETIREMENT SAVINGS PLAN | EL SEGUNDO CA | 187 | $42.4M | $4.1M |
| 3 | SPINE WAVE, INC. SPINE WAVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SHELTON CT |
| 59 |
| $26.3M |
| $2.6M |
| 4 | PALM GARDEN HEALTHCARE HOLDINGS, LLC PALM GARDEN 401K PLAN | SARASOTA FL | 2,318 | $16.4M | $1.3M |
| 5 | FREENOME HOLDINGS, INC. FREENOME HOLDINGS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 376 | $30.2M | $1.3M |
| 6 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $1.2M |
| 7 | TEVA PR LLC TEVA PR LLC SAVINGS PLAN | PARSIPPANY NJ | 74 | $34.4M | $939K |
| 8 | TAMPA BAY WORKFORCE ALLIANCE, IN TAMPA BAY WORKFORCE ALLIANCE, INC. 401K PLAN | TAMPA FL | 158 | $6.8M | $791K |
| 9 | ALIVIA HEALTH MANAGEMENT, LLC ALIVIA HEALTH INVESTMENT & RETIREMENT PLAN | BAYAMON PR | 583 | $4.2M | $737K |
