Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Blackrock Lifepath Index 2040 Fund Mutual fund in their Schedule of Assets, totaling $230.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND | LOUISVILLE KY | 4,037 | $548.7M | $110.9M |
| 2 | BESSEMER TRUST COMPANY BESSEMER TRUST COMPANY 401K AND PROFIT SHARING PLAN | WOODBRIDGE NJ | 1,272 | $764.1M | $37.0M |
| 3 | THE CHARTIS GROUP, LLC |
CHICAGO IL |
| 947 |
| $158.5M |
| $7.1M |
| 4 | ON LOK INC. ON LOK RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,242 | $119.0M | $5.9M |
| 5 | AMERIVET PARTNERS MANAGEMENT, INC. AMERIVET VETERINARY PARTNERS 401(K) PLAN | SAN ANTONIO TX | 2,970 | $70.3M | $5.5M |
| 6 | UNICO PROPERTIES LLC THE UNICO 401(K) PLAN | SEATTLE WA | 213 | $62.6M | $5.2M |
| 7 | NATIONAL CINEMEDIA, LLC NATIONAL CINEMEDIA, LLC 401(K) PROFIT SHARING | CENTENNIAL CO | 254 | $68.4M | $5.1M |
| 8 | SUNWARD FEDERAL CREDIT UNION SUNWARD FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ALBUQUERQUE NM | 535 | $45.2M | $5.0M |
| 9 | OBERTO SNACKS, INC. PREMIUM BRANDS US MEATS 401(K) PLAN | KENT WA | 1,195 | $66.6M | $4.5M |
| 10 | MAXOR NATIONAL PHARMACY SERVICES COMPANY MAXOR NATIONAL PHARMACY SERVICES COMPANY 401(K) PLAN | AMARILLO TX | 1,178 | $116.7M | $3.4M |
