BlackRock LifePath Dynamic 2040 Fund Class K
Ticker LPSFX · Mutual fund · Share class: Class KTarget-date
Matched by tickerAll BlackRock fundsThe BlackRock LifePath seriesSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
30
25 with $250K or more
Dollars held
$70.7M
69,832 of 69,862 plans with fund lines hold none
Median per plan
$767K
Share of their fund dollars
7.3%
Same fund, other share classes
1 plan hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class K (this page)LPSFX | Low cost | 30 | $70.7M |
| Class InstlSTLEX | Low cost | 2 | $7.6M |
| BlackRock LifePath Dynamic 2040 Fund Investor A SharesLPREX | Not stated | 7 | $3.8M |
| BlackRock LifePath Dynamic 2040 Fund Class R SharesLPRKX | Not stated | 1 | $501K |
| Class InvestorLPCKX | Mid cost | 1 | $115K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
2 plans
from another class or vehicle
Moved out
1 plan
to another class or vehicle
Plans that moved into it from another class or vehicle (2 plans)
| Plan | Year-end value |
|---|---|
| Beacon Retirement Savings 401(a) Plan$50M-$250M Share class change | $10.3M to $11.7M |
| Bethel Farms, LLLP Retirement Plan$5M-$50M Share class change | $949K to $1.1M |
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Beacon Retirement Savings 403(b) Plan$250M-$1B Mutual fund to collective trust | $243M to $348M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold BlackRock LifePath Dynamic 2040 Fund Class K
The largest 10 plans in each list.
| Dayton Freight Lines, Inc. Employee 401(k) Retirement Plan$364M plan · Dayton Freight Lines, Inc., OH · Fidelity (FMR) | $31.1M |
| Pediatric Home Service Employees Savings Plan$55.0M plan · Pediatric Home Respiratory Services, LLC D/B/a Pediatric Home Service, MN · Empower | $5.2M |
| Trim-Tex, Inc. Employees Profit Sharing Plan$33.4M plan · Trim-Tex, Inc., IL · Fidelity (FMR) | $4.5M |
| Ohio Laborers Annuity Fund$36.3M plan · Board of Trustees of the Ohio Laborers Annuity Fund, OH · Empower | $3.8M |
| Beacon Retirement Savings 401(a) Plan$61.1M plan · Beacon Health System, Inc., IN · Transamerica (Aegon) | $3.3M |
| Plumbers & Steamfitters Local 141 Annuity Plan$18.5M plan · Board of Trustees of Plumbers & Steamfitters Local 141 Annuity Plan, LA · Empower | $3.2M |
| US Farathane, LLC 401(k) Plan$101M plan · US Farathane, LLC, MI · Empower | $2.5M |
| Unisoft International, Inc. 401(k) Plan$20.4M plan · Unisoft International, Inc., TX · Fidelity (FMR) | $2.3M |
| Aspire Indiana Employer Sponsored 403(b) Plan$28.9M plan · Aspire Indiana, Inc., IN · OneAmerica | $2.2M |
| Calvetti Ferguson 401(k) Profit Sharing Plan$14.8M plan · Calvetti Ferguson, LLC, TX · Empower | $1.5M |
Plans whose filed schedule lists BlackRock LifePath Dynamic 2040 Fund Class K.
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Vintages held
BlackRock LifePath, all classes, mutual fund.
| Vintage | Dollars | Plans |
|---|---|---|
| 2025 | $9.0M | 1 |
| 2030 | $778M | 128 |
| 2035 | $791M | 113 |
| 2040 | $823M | 134 |
| 2045 | $785M | 117 |
| 2050 | $666M | 127 |
| 2055 | $548M | 125 |
| 2060 | $317M | 102 |
| 2065 | $98.4M | 88 |
| 2070 | $5.9M | 23 |
| Income | $53.3M | 10 |
| Vintage not stated | $312M | 8 |
How the filings spell it
Show 4 names seen in the filings
- BlackRock LifePath Dynamic 2040
- Blackrock Lifepath Dynamic 2040 K
- LifePath Dynamic 2040
- LifePath Dynamic 2040 K