Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BlackRock LifePath Index 2040 K Shares of registered investment companies in their Schedule of Assets, totaling $626K 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 | COLUMBIA WELLNESS COLUMBIA WELLNESS RETIREMENT PLAN | LONGVIEW WA | 150 | $5.7M | $626K |
