Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 41 retirement plans report an interest in this investment, totaling $269.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 8 name variants: Ssga Target Retirement 2065 NL Fund, Ssga Target Retirement 2065, Ssga Target Retirement 2065 Fund, Ssga Target Retirement 2065 NL FD A, Ssga Target Retirement 2065 NL D, Ssga Target Retirement 2065 Class A, Ssga Target Retirement 2065 NL K, Ssga Target Retirement 2065 Fund NL. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK NY | 54,084 | $22.2B | $104.5M |
| 2 | INSPERITY HOLDINGS, INC. INSPERITY 401K PLAN | KINGWOOD TX | 177,974 | $9.4B | $75.1M |
| 3 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA GA | — | $4.8B | $26.1M |
| 4 | 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 | $14.9M |
| 5 | PACKAGING CORPORATION OF AMERICA PCA DEFINED CONTRIBUTION MASTER TRUST | LAKE FOREST IL | — | $2.6B | $13.4M |
| 6 | SODEXO, INC. SODEXO 401(K) EMPLOYEES' RETIREMENT SAVINGS TRUST | NORTH BETHESDA MD | — | $2.4B | $10.5M |
| 7 | DXC TECHNOLOGY COMPANY DXC TECHNOLOGY MATCHED ASSET PLAN | ASHBURN VA | 9,164 | $2.6B | $8.5M |
| 8 | THE CARLSTAR GROUP LLC THE CARLSTAR GROUP LLC 401(K) PLAN | FRANKLIN TN | 849 | $68.9M | $2.9M |
| 9 | SCHWANS SHARED SERVICES, LLC SCHWAN'S COMPANY RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 9,135 | $632.3M | $2.4M |
| 10 | BOARD OF TRUSTEES, CONTRA COSTA COUNTY ELECTRICAL CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUST | MARTINEZ CA | 1,247 | $471.6M | $1.7M |
