Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BlackRock Lifepath Index 2040 Mutual Funds in their Schedule of Assets, totaling $18.1M 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 | CREST DISCOUNT FOODS, INC. CREST DISCOUNT FOODS, INC. 401(K) PROFIT SHARING PLAN | EDMOND OK | 956 | $54.1M | $11.5M |
| 2 | MEMBRANE HOLDINGS LLC ENTEK 401(K) PLAN | LEBANON OR | 569 | $66.7M | $4.9M |
| 3 | ARCHWELL ESSENTIALS ARCHWELL ESSENTIALS, LLC 401(K) PLAN |
DEERFIELD BEACH FL |
| 177 |
| $10.2M |
| $715K |
| 4 | FREEDOM FOREVER LLC FREEDOM FOREVER LLC 401(K) PLAN | TEMECULA CA | 3,475 | $8.8M | $560K |
| 5 | ARCHWELL SOLUTIONS, LLC ARCHWELL SOLUTIONS, LLC | FORT LAUDERDALE FL | 383 | $6.1M | $426K |
