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 Registered investment company in their Schedule of Assets, totaling $15.7M 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 | SPOKANE TEACHERS CREDIT UNION SPOKANE TEACHERS CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | LIBERTY LAKE WA | 944 | $126.1M | $13.7M |
| 2 | DARI-MART STORES, INC. DARI-MART STORES, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | JUNCTION CITY OR | 169 | $8.9M | $1.3M |
| 3 | OLYMPIC MOVING & STORAGE |
TACOMA WA |
| 144 |
| $2.0M |
| $328K |
| 4 | PLAN COMPLIANCE SERVICES, INC. SPARK MEMBERS POOLED 401(K) RETIREMENT PLAN | CLEARWATER FL | 78 | $1.8M | $266K |
| 5 | THE INTEC GROUP, INC. THE INTEC GROUP, INC. PROFIT SHARING AND INCENTIVE SAVINGS PLAN | PALATINE IL | 80 | $6.4M | $116K |
