Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $441.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Ssga Target Retirement 2020 NL Fund, Ssga Target Retirement 2020 Fund, Ssga Target Retirement 2020, Ssga Target Retirement 2020 NL D, Ssga Target Retirement 2020 NL FD A, Ssga Target Retirement 2020 Fund NL, Ssga Target Retirement 2020 Class A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | INSPERITY HOLDINGS, INC. INSPERITY 401K PLAN | KINGWOOD TX | 177,974 | $9.4B | $120.3M |
| 2 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA GA | — | $4.8B | $114.9M |
| 3 | MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK NY | 54,084 | $22.2B | $110.2M |
| 4 | SODEXO, INC. SODEXO 401(K) EMPLOYEES' RETIREMENT SAVINGS TRUST | NORTH BETHESDA MD | — | $2.4B | $26.5M |
| 5 | OSRAM SYLVANIA INC. AMS OSRAM SAVINGS PLAN | HILLSBORO NH | 1,047 | $486.9M | $17.9M |
| 6 | AMSI AMSI 401(K) PLAN | WEST PALM BEACH FL | 17,534 | $379.5M | $9.9M |
| 7 | BOARD OF TRUSTEES, CONTRA COSTA COUNTY ELECTRICAL CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUST | MARTINEZ CA | 1,247 | $471.6M | $9.9M |
| 8 | SCHWANS SHARED SERVICES, LLC SCHWAN'S COMPANY RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 9,135 | $632.3M | $6.4M |
| 9 | BEACON MOBILITY CORP. BEACON MOBILITY TRANSPORTATION EMPLOYEE RETIREMENT PLAN | AKRON OH | 9,731 | $89.4M | $5.8M |
| 10 | CALIFORNIA TEACHERS ASSOCIATION CALIFORNIA TEACHERS ASSOCIATION 401(K) PLAN | BURLINGAME CA | 388 | $160.7M | $4.4M |
