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Original filing (PDF)20251009140336NAL0003975923001

BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.

Form 5500
FILING_RECEIVED
BLACKROCK LIFEPATH INDEX 2045 FUND W
Pooled investment trusta fund that other plans invest in — not a participant plan
Active participants
0
Accounts w/ balance
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
17 plans
invest in this fund
This trust
pooled vehicle
Underlying securities
on this filing

This is a pooled fund: many plans invest in it, and it holds the underlying securities.

Master trust / DFE filing
Pooled investment vehicle

This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.

Pooled assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
Participating plans
17
latest filings citing this trust
Cited interest
$1.1B
across citing plans' latest filings

Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.

Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.

Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A..
Plan sponsor
Name
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EIN
87-1081115
Address
400 HOWARD STREET · SAN FRANCISCO, CA · 94105
Phone
(415) 670-2000
Plan administrator
Name
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EIN
94-3112180
City
SAN FRANCISCO, CA
Phone
(415) 670-2000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.6B(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
BLK LIFEPATH INDEX 2045 FUND F
BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 20-5115008 / PN 001
Common Collective Trust
$1.6B99.1%