Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 43 retirement plans report an interest in this investment, totaling $2.6B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Ssga Target Retirement 2030 NL Fund, Ssga Target Retirement 2030, Ssga Target Retirement 2030 Fund, Ssga Target Retirement 2030 NL FD A, Ssga Target Retirement 2030 NL D, Ssga Target Retirement 2030 Class A, Ssga Target Retirement 2030 Fund NL. 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 | $590.5M |
| 2 | MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK NY | 54,084 | $22.2B | $550.7M |
| 3 | BOARD OF TRUSTEES OF ECA CHICAGO AND LOCAL UNION 134 IBEW PENSION PLAN ELECTRICAL CONTRACTORS ASSOC. OF THE CITY OF CHGO UNION 134, IBEW JOINT PENSION TRUST OF CHGO PLAN 5 | ALSIP IL | 25,412 | $3.5B | $547.2M |
| 4 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA GA | — | $4.8B | $501.7M |
| 5 | SODEXO, INC. SODEXO 401(K) EMPLOYEES' RETIREMENT SAVINGS TRUST | NORTH BETHESDA MD | — | $2.4B | $97.1M |
| 6 | BOARD OF TRUSTEES, CONTRA COSTA COUNTY ELECTRICAL CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUST | MARTINEZ CA | 1,247 | $471.6M | $47.0M |
| 7 | SCHWANS SHARED SERVICES, LLC SCHWAN'S COMPANY RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 9,135 | $632.3M | $42.6M |
| 8 | OSRAM SYLVANIA INC. AMS OSRAM SAVINGS PLAN | HILLSBORO NH | 1,047 | $486.9M | $34.1M |
| 9 | AMSI AMSI 401(K) PLAN | WEST PALM BEACH FL | 17,534 | $379.5M | $28.7M |
| 10 | INSPERITY HOLDINGS, INC. INSPERITY CORPORATE 401K PLAN | KINGWOOD TX | 4,616 | $646.8M | $28.1M |
