Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Class K BlackRock, Inc. Blackrock Lifepath Index- 2040 N/R in their Schedule of Assets, totaling $3.4M 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 | GENERAL DATATECH, LP GENERAL DATATECH, LP 401(K) PLAN | DALLAS TX | 489 | $47.5M | $3.4M |
