Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock Lifepath Indx 2040 K in their Schedule of Assets, totaling $2.8M 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 | GLOBITECH, INCORPORATED GLOBAL WAFERS US 401(K) PLAN | SHERMAN TX | 665 | $121.2M | $1.3M |
| 2 | VISUAL GRAPHIC SYSTEMS, INC. VISUAL GRAPHIC SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | CARLSTADT NJ | 82 | $15.4M | $838K |
| 3 | HORNE LLP HORNE LLP PUERTO RICO EMPLOYEES PROFIT SHARING PLAN |
RIDGELAND MS |
| 161 |
| $6.3M |
| $498K |
| 4 | STORE MANAGEMENT SYSTEM LLC SMS ECONO RETIREMENT PLAN | COMERIO PR | 483 | $744K | $84K |
| 5 | HAMRICKS, INC. HAMRICKS CORPORATION 401(K) RETIREMENT PLAN | GAFFNEY SC | 559 | $11.2M | $68K |
