Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding BLK LP INDEX 2040 FUND - INST in their Schedule of Assets, totaling $9.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATLANTIC AUTOMOTIVE CORP. ATLANTIC AUTOMOTIVE CORP. 401(K) PLAN | TOWSON MD | 2,794 | $149.4M | $3.7M |
| 2 | MORRISON EXPRESS CORP.USA MORRISON EXPRESS CORP. (USA) 401(K) RETIREMENT PLAN | EL SEGUNDO CA | 236 | $12.4M | $2.4M |
| 3 | ADVANCION CORPORATION ADVANCION CORPORATION 401(K) AND PROFIT SHARING PLAN |
BUFFALO GROVE IL |
| 262 |
| $39.4M |
| $2.2M |
| 4 | SMS HOLDINGS CORP. SMS HOLDINGS CORP. 401(K) SAVINGS PLAN | NASHVILLE TN | 4,006 | $8.6M | $571K |
| 5 | POWERTEK CORPORATION POWERTEK CORPORATION 401(K) PLAN | ROCKVILLE MD | 24 | $8.8M | $492K |
| 6 | LEISURE POOLS USA TRADING, INC. LEISURE POOLS USA TRADING INC. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 264 | $2.5M | $189K |
