Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding BTC LIFEPATH 2040 O in their Schedule of Assets, totaling $313.6M 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 | ARCONIC CORPORATION ARCONIC CORP. 401(K) PLANS MASTER TRUST | PITTSBURGH PA | — | $1.5B | $87.5M |
| 2 | ADIENT US LLC ADIENT US LLC DEFINED CONTRIBUTION PLANS MASTER TRUST | PLYMOUTH MI | — | $1.1B | $69.2M |
| 3 | ADIENT US LLC ADIENT US LLC SAVINGS AND INVESTMENT (401K) PLAN |
PLYMOUTH MI |
| 6,028 |
| $950.8M |
| $62.5M |
| 4 | ARCONIC CORPORATION ARCONIC CORP. SALARIED 401(K) PLAN | PITTSBURGH PA | 2,169 | $765.1M | $43.8M |
| 5 | ARCONIC CORPORATION ARCONIC CORP. HOURLY 401(K) PLAN | PITTSBURGH PA | 5,436 | $750.8M | $42.0M |
| 6 | BRIDGEWATER INTERIORS, LLC BRIDGEWATER INTERIORS, LLC SAVINGS & INVESTMENT (401K) PLAN | PLYMOUTH MI | 2,168 | $83.5M | $5.0M |
| 7 | AVANZAR INTERIOR TECHNOLOGIES, LTD. AVANZAR INTERIOR TECHNOLOGIES, LTD SAVINGS AND INVESTMENT (401K) PLAN | PLYMOUTH MI | 1,159 | $33.5M | $1.9M |
| 8 | ADIENT US LLC ADIENT PRODUCTION EMPLOYEES SAVINGS AND INVESTMENT (401K) PLAN | PLYMOUTH MI | 969 | $29.7M | $1.8M |