Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Blackrock Lifepath Index 2040 Fund S in their Schedule of Assets, totaling $904K 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 | BBD OPCO LLC BBD OPCO LLC 401(K) PROFIT SHARING PLAN | REDDING CA | 2,037 | $3.6M | $568K |
| 2 | COOPERATIVE PRODUCERS, INC UBG 401(K) - CPI | HASTINGS NE | 382 | $6.4M | $335K |