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 PORTFOLIO Shares of registered investment companies N/A in their Schedule of Assets, totaling $888K 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 | STEVENS TOWING CO., INC. STEVENS TOWING CO., INC. 401(K) PROFIT SHARING PLAN | YONGES ISLAND SC | 110 | $11.3M | $888K |
