BlackRock LifePath Dynamic 2040 Fund Institutional Shares
Ticker STLEX · Mutual fund · Share class: Class InstlTarget-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
2
2 with $250K or more
Dollars held
$7.6M
69,860 of 69,862 plans with fund lines hold none
Median per plan
$5.2M
Share of their fund dollars
5.8%
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 KLPSFX | Low cost | 30 | $70.7M |
| Class Instl (this page)STLEX | 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
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold BlackRock LifePath Dynamic 2040 Fund Institutional Shares
The largest 10 plans in each list.
| Mufg Fund Services (USA) LLC 401(k) Plan$74.8M plan · Mufg Fund Services (USA) LLC, NY · Fidelity (FMR) | $5.2M |
| Onelegacy 403(b) Retirement Plan$57.7M plan · Onelegacy, CA · Empower | $2.3M |
Plans whose filed schedule lists BlackRock LifePath Dynamic 2040 Fund Institutional Shares.
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 1 name seen in the filings
- BlackRock LifePath Dynamic 2040