Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Blackrock Lifepath Indx 2040 K Mutual fund in their Schedule of Assets, totaling $33.4M 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 | APPIAN CORPORATION APPIAN CORPORATION 401(K) PLAN | MCLEAN VA | 1,339 | $237.6M | $15.8M |
| 2 | MACALESTER COLLEGE MACALESTER COLLEGE 403(B) RETIREMENT PLAN | SAINT PAUL MN | 696 | $273.1M | $7.1M |
| 3 | SCHLUTER SYSTEMS L.P. SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING PLAN |
PLATTSBURGH NY |
| 1,139 |
| $70.0M |
| $5.1M |
| 4 | STRUCTURAL INTEGRITY ASSOCIATES, INC. STRUCTURAL INTEGRITY ASSOCIATES 401(K) PLAN | HUNTERSVILE NC | 272 | $68.1M | $2.1M |
| 5 | CANISIUS UNIVERSITY CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF | BUFFALO NY | 579 | $249.2M | $1.4M |
| 6 | STEWART WELDING & FABRICATING, INC. STEWART WELDING & FABRICATING 401(K) PROFIT SHARING PLAN AND TRUST | WRIGHTSVILLE PA | 151 | $10.5M | $1.2M |
| 7 | THE CHAUTAUQUA CENTER INC. THE CHAUTAUQUA CENTER INC. 403(B) RETIREMENT PLAN | DUNKIRK NY | 296 | $5.8M | $296K |
| 8 | PLANTERS FIRST BANK PLANTERS FIRST BANK 401(K) PROFIT SHARING PLAN | CORDELE GA | 77 | $10.2M | $285K |
| 9 | LOS ALAMOS TECHNICAL ASSOCIATES, INC. LOS ALAMOS TECHNICAL ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN | ALBUQUERQUE NM | 312 | $23.0M | $26K |
