Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding John Hancock USA Blackrock LifePath Index 2040 in their Schedule of Assets, totaling $6.2M 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 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $1.8M |
| 2 | RBR-TECHNOLOGIES, INC. RBR TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | ODENTON MD | 132 | $19.6M | $1.7M |
| 3 | MEDICAL CARE, PLLC MEDICAL CARE 401(K) PLAN |
ELIZABETHTON TN |
| 177 |
| $9.2M |
| $1.1M |
| 4 | ANSIBLE GOVERNMENT SOLUTIONS LLC ANSIBLE GOVERNMENT SOLUTIONS LLC 401(K) PLAN | MALVERN PA | 583 | $8.4M | $453K |
| 5 | VINTAGE STOCK VINTAGE STOCK SAFE HARBOR 401(K)PLAN | JOPLIN MO | 445 | $5.0M | $401K |
| 6 | ROBINSON ENTERPRISES INC ROBINSON ENTERPRISES INC 401K PROFIT SHARING PLAN | NEVADA CITY CA | 130 | $7.7M | $386K |
| 7 | BEST ROOFING SERVICES, LLC BEST ROOFING 401(K) PLAN | FORT LAUDERDALE FL | 222 | $5.2M | $145K |
| 8 | BAM! PIZZA MANAGEMENT, INC. BAM! PIZZA MANAGEMENT, INC. 401(K) PLAN | ROSWELL NM | 677 | $2.9M | $101K |
| 9 | GRAIN & FEED ASSOCIATION OF ILLINOIS GRAIN & FEED ASSOCIATION OF ILLINOIS MEMBERS CHOICE 401(K) PLAN | SPRINGFIELD IL | 378 | $39.5M | $87K |
