Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding BlackRock Lifepath Index 2040 K BlackRock 0 in their Schedule of Assets, totaling $40.6M 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 | TUCKAHOE HOLDINGS, LLC TUCKAHOE HOLDINGS 401(K) PLAN | RICHMOND VA | 2,291 | $33.9M | $4.7M |
| 2 | MOUNTVILLE MILLS, INC. MOUNTVILLE MILLS 401(K) PROFIT SHARING PLAN | LAGRANGE GA | 987 | $45.1M | $3.3M |
| 3 | INFINITY HOME SERVICES ACQUISITION, LLC INFINITY HOME SERVICES 401(K) P/S PLAN |
BROOKFIELD WI |
| 925 |
| $17.9M |
| $2.3M |
| 4 | MCR INVESTORS LLC MCR 401(K) PLAN | DALLAS TX | 3,639 | $29.0M | $2.2M |
| 5 | MORTGAGE EXPRESS, LLC MORTGAGE EXPRESS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $20.5M | $2.1M |
| 6 | MCGILL ASSOCIATES, P.A. MCGILL ASSOCIATES, P.A. PSP AND TRUST | ASHEVILLE NC | 182 | $20.7M | $2.1M |
| 7 | OCI HOLDINGS, LLC OCI HOLDINGS 401(K) PLAN | DALLAS TX | 441 | $6.7M | $1.9M |
| 8 | KW PROPERTY MANAGEMENT LLC KW PROPERTY MANAGEM LLC 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 1,922 | $25.3M | $1.5M |
| 9 | ARABELLA ADVISORS LLC ARABELLA ADVISORS LLC RETIREMENT PLAN | WASHINGTON DC | 431 | $40.0M | $1.5M |
| 10 | J. FRANK SCHMIDT & SON CO. J. FRANK SCHMIDT & SON CO. 401(K) PROFIT SHARING PLAN | BORING OR | 315 | $13.7M | $1.5M |
