Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Blackrock lifepath index 2040 k Mutual funds in their Schedule of Assets, totaling $69.0M 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 | PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PLAN | ANNAPOLIS MD | 1,996 | $125.4M | $13.6M |
| 2 | ACCOR MANAGEMENT US, INC. ACCOR 401(K) PLAN | — | 7,617 | $372.9M | $9.9M |
| 3 | THE TALBOTS LLC |
HINGHAM MA |
| 4,829 |
| $236.6M |
| $9.9M |
| 4 | GTT AMERICAS, LLC GTT AMERICAS 401(K) PLAN | ARLINGTON VA | 647 | $76.2M | $7.9M |
| 5 | POPULUS FINANCIAL GROUP, INC. POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 1,877 | $47.5M | $4.4M |
| 6 | FIVE POINT DENTAL SPECIALISTS, INC FIVE POINT DENTAL SPECIALISTS RETIREMENT PLAN | IRVING TX | 394 | $13.1M | $4.1M |
| 7 | KURITA AMERICA INC. KURITA AMERICA INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 516 | $91.4M | $3.1M |
| 8 | TRILLIANT FOOD & NUTRITION, LLC TRILLIANT FOOD & NUTRITION 401(K) PLAN | LITTLE CHUTE WI | 605 | $26.7M | $2.7M |
| 9 | ASTON HEALTHCARE, LLC ASTON HEALTHCARE, LLC 401(K) PLAN | BROOKLYN NY | 7,636 | $19.3M | $1.9M |
| 10 | DIGESTIVE HEALTHCARE OF GEORGIA, P.C. DIGESTIVE HEALTHCARE OF GEORGIA, P.C. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 313 | $43.2M | $1.8M |
