Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Blackrock Lifepath Index 2040 K Mutual fund N/A in their Schedule of Assets, totaling $34.8M 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 | FOREFRONT MANAGEMENT, LLC FOREFRONT DERMATOLOGY 401(K) PLAN | MANITOWOC WI | 0 | $0 | $17.2M |
| 2 | FOREFRONT DERMATOLOGY, S.C. FOREFRONT DERMATOLOGY 401(K) PLAN | MANITOWOC WI | 2,516 | $131.2M | $12.7M |
| 3 | UNITED HOSPITAL DISTRICT, INC. UNITED HOSPITAL DISTRICT 403(B) PLAN |
BLUE EARTH MN |
| 298 |
| $20.8M |
| $1.1M |
| 4 | SIMPLICITY CREDIT UNION SIMPLICITY CREDIT UNION CAPITAL ACCUMULATION PLAN | MARSHFIELD WI | 112 | $10.1M | $898K |
| 5 | HOME FEDERAL SAVINGS BANK HOME FEDERAL SAVINGS BANK 401(K) RETIREMENT PLAN | ROCHESTER MN | 30 | $33.3M | $813K |
| 6 | THE PROPHET CORPORATION THE PROPHET CORPORATION TAX DEFERRED SAVINGS PLAN & TRUST | OWATONNA MN | 157 | $10.7M | $758K |
| 7 | ATLAS MECHANICAL, INC. ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN | SAN DIEGO CA | 249 | $7.0M | $325K |
| 8 | CAREXM, LLC CAREXM, LLC 401(K) RETIREMENT SAVINGS PLAN | WEST JORDAN UT | 465 | $4.7M | $311K |
| 9 | PRC MANAGEMENT COMPANY INC. PRC MANAGEMENT COMPANY, INC. 401(K) PLAN | RED BANK NJ | 130 | $7.8M | $297K |
| 10 | AVR, LLC TEAMSTERS LOCAL UNION NO. 120 MONEY PURCHASE PENSION PLAN | APPLE VALLEY MN | 98 | $21.9M | $273K |
