Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding Blackrock Lifepath Index 2040 in their Schedule of Assets, totaling $358.9M 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 | HURON CONSULTING GROUP INC. HURON CONSULTING GROUP RETIREMENT SAVINGS PLAN | CHICAGO IL | 4,591 | $1.1B | $62.3M |
| 2 | MASTERBRAND, INC. MASTERBRAND, INC. RETIREMENT SAVINGS PLAN | BEACHWOOD OH | 6,582 | $544.3M | $48.1M |
| 3 | ABSOPURE WATER COMPANY, ET AL. ABSOPURE WATER COMPANY, ET AL. 401(K) PROFIT SHARING PLAN |
PLYMOUTH MI |
| 4,554 |
| $474.2M |
| $32.7M |
| 4 | JACKSON NATIONAL LIFE INSURANCE COMPANY JACKSON NATIONAL LIFE INSURANCE COMPANY DEFINED CONTRIBUTION PLAN | LANSING MI | 3,980 | $1.4B | $31.9M |
| 5 | TRINITY HEALTH TRINIPLUS RETIREMENT PLAN | MINOT ND | 2,366 | $407.3M | $31.4M |
| 6 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $27.8M |
| 7 | ABIOMED, INC. ABIOMED RETIREMENT SAVINGS PLAN | DANVERS MA | 1,554 | $210.6M | $23.5M |
| 8 | TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. TRI-STATE 401K PLAN AND TRUST | DENVER CO | 1,181 | $279.0M | $17.5M |
| 9 | CREDIT UNION NATIONAL ASSOCIATION, INC. CREDIT UNION NATIONAL ASSOCIATION, INC. 401(K) PLAN | MADISON WI | 215 | $146.7M | $9.2M |
| 10 | LEEDSWORLD, INC. PCNA 401(K) PLAN | NEW KENSINGTON PA | 1,810 | $84.1M | $7.4M |
