Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Blackrock Lifepath Index 2040 K Registered investment company in their Schedule of Assets, totaling $113.5M 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 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $35.6M |
| 2 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $19.3M |
| 3 | DOLBY LABORATORIES, INC. DOLBY LABORATORIES, INC. RETIREMENT PLAN |
SAN FRANCISCO CA |
| 1,033 |
| $703.4M |
| $14.0M |
| 4 | OREGON COMMUNITY CREDIT UNION OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | SPRINGFIELD OR | 605 | $67.8M | $8.8M |
| 5 | BERNSTEIN POKROY AND LEHRNER LTD KIDNEY SPECIALISTS OF SOUTHERN NEVADA 401K PROFIT SHARING PLAN | LAS VEGAS NV | 107 | $39.7M | $6.0M |
| 6 | FIRST COLONY MORTGAGE CORP. FIRST COLONY MORTGAGE CORP. PROFIT SHARING PLAN | PLEASANT GROVE UT | 301 | $23.3M | $3.9M |
| 7 | BAYMARK HEALTH SERVICES, INC. BAYMARK HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 3,240 | $45.9M | $3.8M |
| 8 | CASCADE DESIGNS, INC. CASCADE DESIGNS, INC. 401(K) SAVINGS & INVESTMENT PLAN | SEATTLE WA | 226 | $29.6M | $2.7M |
| 9 | SOUTHERN OREGON CARDIOLOGY LLC SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN | MEDFORD OR | 98 | $29.8M | $2.7M |
| 10 | MARKET OF CHOICE, INC. MARKET OF CHOICE 401(K) PLAN | EUGENE OR | 755 | $39.0M | $2.4M |
