Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock BlackRock LP Index 2040 K in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATLANTIC COAST AUTOMOTIVE, INC. ATLANTIC COAST AUTOMOTIVE, INC. 401(K) PLAN | MIAMI LAKES FL | 2,535 | $30.0M | $4.1M |
| 2 | TALLEY INC. TALLEY INC. CASH OR DEFERRED PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 294 | $43.0M | $964K |