Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Blackrock Lifepath Index 2040 K Fund in their Schedule of Assets, totaling $32.0M 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 | PET SUPPLIES PLUS, LLC PET SUPPLIES PLUS, LLC 401(K) PLAN | LIVONIA MI | 0 | $0 | $8.5M |
| 2 | FRANCHISE GROUP, INC. FRANCHISE GROUP, INC. 401(K) PLAN | DELAWARE OH | 13,300 | $149.3M | $8.4M |
| 3 | CYNOSURE, LLC CYNOSURE, LLC 401(K) PLAN |
| 409 |
| $39.8M |
| $3.4M |
| 4 | 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND AND AFFILIATED ORGANIZATIONS 401(K) PLAN | NEW YORK NY | 1,521 | $114.7M | $3.0M |
| 5 | MARKET STREET BANCSHARES, INC. MARKET STREET BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MOUNT VERNON IL | 260 | $46.8M | $2.7M |
| 6 | TARIAN GROUP, LLC TARIAN 401K PLAN | DENVER CO | 6,875 | $8.7M | $1.3M |
| 7 | EVOLVE IP, LLC EVOLVE IP, LLC 401(K) PLAN | WAYNE PA | 141 | $0 | $822K |
| 8 | PRO*ACT, LLC PRO*ACT, LLC 401(K) PLAN | MONTEREY CA | 82 | $9.4M | $721K |
| 9 | ECOLE BILINGUE ECOLE BILINGUE RETIREMENT PLAN | BERKELEY CA | 112 | $26.8M | $617K |
| 10 | SKY VENTURE MANAGEMENT, LLC IFLY 401(K) PLAN | AUSTIN TX | 617 | $13.1M | $512K |
