Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Life Insurance Company Blackrock Lifepath Index 2040 in their Schedule of Assets, totaling $7.1M 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 | ALEXANDER PROUDFOOT COMPANY ALEXANDER PROUDFOOT COMPANY AND AFFILIATES 401(K) PLAN | ATLANTA GA | 16 | $33.3M | $2.8M |
| 2 | HUTCHENS CONSTRUCTION CO. HUTCHENS CONSTRUCTION EMPLOYEE STOCK OWNERSHIP PLAN | CASSVILLE MO | 0 | $20.3M | $1.5M |
| 3 | B S K ASSOCIATES B S K ASSOCIATES 401(K) PLAN AND TRUST |
FRESNO CA |
| 199 |
| $10.7M |
| $1.4M |
| 4 | GLANTZ HOLDINGS, INC. GLANTZ HOLDINGS, INC. 401(K) PROFIT SHARING AND SAVINGS PLAN | LOUISVILLE KY | 294 | $15.1M | $672K |
| 5 | UNIVERSAL HEALTHCARE MANAGEMENT UHM RAINY DAY FUND | CHICAGO IL | 1,361 | $5.3M | $310K |
| 6 | MURRIETA DEVELOPMENT CO., INC. MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN | TEMECULA CA | 123 | $4.5M | $274K |
| 7 | MURRIETA DEVELOPMENT CO., INC. MURRIETA DEVELOPMENT CO., INC.401(K) PROFIT SHARING PLAN | TEMECULA CA | 107 | $6.4M | $76K |
