Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 91 U.S. retirement plans report holding Blackrock Lifepath® Index 2040 K Mutual Fund in their Schedule of Assets, totaling $206.4M 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 | GOULD MEDICAL GROUP INC. GOULD MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MODESTO CA | 488 | $483.3M | $43.6M |
| 2 | TEXAS HOSPITAL ASSOCIATION THA PARTICIPANT DIRECTED RETIREMENT PROGRAM GROUP TRUST | AUSTIN TX | — | $208.5M | $12.2M |
| 3 | AUDIOLOGY BENEFITS SERVICE, LLC |
SOMERSET NJ |
| 3,104 |
| $216.3M |
| $11.9M |
| 4 | UTAH EMERGENCY PHYSICIANS, P.C. UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN SPY 2024 | SALT LAKE CITY UT | 151 | $99.6M | $10.8M |
| 5 | FLORIDA PEDIATRIC ASSOCIATES, LLC FLORIDA PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN | ST. PETERSBURG FL | 233 | $47.7M | $9.3M |
| 6 | RAYONIER INC. RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES | WILDLIGHT FL | 335 | $122.7M | $8.9M |
| 7 | KIPP NYC, LLC KIPP NYC 403(B) RETIREMENT PLAN | NEW YORK NY | 1,306 | $94.6M | $5.8M |
| 8 | ACCESS SUPPORTS FOR LIVING INC. ACCESS SUPPORTS FOR LIVING INC. 403(B) RETIREMENT PLAN | MIDDLETOWN NY | 2,611 | $55.4M | $5.7M |
| 9 | KEYSTONE HUMAN SERVICES KEYSTONE HUMAN SERVICES 401(K) RETIREMENT PLAN | HARRISBURG PA | 2,640 | $59.5M | $5.6M |
| 10 | WENTE VINEYARDS WENTE FAMILY ESTATES 401(K) PROFIT SHARING PLAN & TRUST | LIVERMORE CA | 178 | $33.9M | $4.5M |
