Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Blkrk Lp Idx 2040 K Mutual fund in their Schedule of Assets, totaling $56.0M 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 | SONOS, INC. SONOS, INC. 401(K) PLAN | GOLETA CA | 1,152 | $207.9M | $18.0M |
| 2 | FORM TECHNOLOGIES, INC. FORM TECHNOLOGIES 401(K) PLAN | CHARLOTTE NC | 1,250 | $159.0M | $15.1M |
| 3 | ESA MANAGEMENT, LLC ESA MANAGEMENT, LLC 401(K) PLAN | CHARLOTTE |
| 7,288 |
| $80.9M |
| $9.5M |
| 4 | LEDCOR CONTRACTORS GROUP, INC. LEDCOR CONTRACTORS GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 975 | $63.9M | $5.4M |
| 5 | REMCO, INC. REMCO, INC. EMPLOYEES 401(K) PLAN | MECHANICSBURG PA | 837 | $45.4M | $2.2M |
| 6 | REVHEALTH REVHEALTH 401(K) PLAN | MORRISTOWN NJ | 136 | $17.1M | $2.1M |
| 7 | DAVID SUTHERLAND, LLC DAVID SUTHERLAND LLC 401(K) PLAN | DALLAS TX | 281 | $18.5M | $2.0M |
| 8 | AUDITBOARD, INC. AUDITBOARD, INC. 401(K) PLAN | CERRITOS CA | 704 | $41.4M | $1.6M |
| 9 | IXP CORPORATION IXP CORPORATION 401(K) SALARY REDUCTION PLAN | PRINCETON NJ | 148 | $9.5M | $122K |
