Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock Lifepath Index 2040K in their Schedule of Assets, totaling $10.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BURWOOD GROUP, INC. BURWOOD GROUP, INC. 401(K) PROFIT SHARING PLAN | OAK BROOK IL | 192 | $24.0M | $4.3M |
| 2 | SOUTH METRO HUMAN SERVICES RADIAS HEALTH 403(B) PLAN | ST PAUL MN | 441 | $18.2M | $2.4M |
| 3 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN |
WHITEFISH MT |
| 216 |
| $11.4M |
| $1.7M |
| 4 | WHITEFISH CREDIT UNION ASSOCIATION WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEES' PENSION PLAN | WHITEFISH MT | 177 | $8.6M | $1.2M |
| 5 | COMPRECARE HEALTH LLC COMPRECARE HEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | MIDDLETOWN CT | 144 | $5.3M | $769K |
