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 Fund Mutual funds in their Schedule of Assets, totaling $20.8M 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 | VM CONSOLIDATED, INC. VERRA MOBILITY 401(K) PLAN | MESA AZ | 1,187 | $96.0M | $18.2M |
| 2 | CBT NUGGETS, LLC CBT NUGGETS 401(K) PLAN | EUGENE OR | 77 | $15.5M | $943K |
| 3 | EVA CARE GROUP, LLC EVA CARE GROUP 401(K) RETIREMENT PLAN AND TRUST |
| 866 |
| $4.1M |
| $696K |
| 4 | DON'S MOBILE GLASS, INC. DON'S MOBILE GLASS INC. PROFIT SHARING 401(K) PLAN | MODESTO CA | 179 | $7.5M | $512K |
| 5 | THE INSTITUTE FOR LIVER HEALTH II LLC EMPLOYEE 401(K) PLAN | CHANDLER AZ | 220 | $4.0M | $410K |
