Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 90 retirement plans report an interest in this investment, totaling $1.8B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: State ST Target RET 2040 SL CL IV, State ST Target RET 2040 SL CL VI, State ST Target RET 2040 SL CL V. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SCHNEIDER ELECTRIC HOLDINGS, INC. SCHNEIDER ELECTRIC 401(K) PLAN | WESTMONT IL | 20,597 | $5.1B | $378.3M |
| 2 | SOLVENTUM CORPORATION SOLVENTUM VOLUNTARY INVESTMENT PLAN | MAPLEWOOD MN | 11,390 | $2.6B | $246.3M |
| 3 | ICON CLINICAL RESEARCH, LLC ICON CLINICAL RESEARCH, LLC 401(K) PLAN | BLUE BELL PA | 10,795 | $1.6B | $183.0M |
| 4 | SANTANDER HOLDINGS USA, INC. SANTANDER 401(K) PLAN | WYOMISSING PA | 12,035 | $1.9B | $159.6M |
| 5 | THE LUBRIZOL CORPORATION THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN | WICKLIFFE OH | 3,932 | $1.5B | $115.4M |
| 6 | SONOCO PRODUCTS COMPANY SONOCO RETIREMENT & SAVINGS PLAN | HARTSVILLE SC | 11,080 | $1.7B | $96.4M |
| 7 | INTUITIVE SURGICAL, INC. INTUITIVE SURGICAL, INC. 401(K) PLAN | SUNNYVALE CA | 8,736 | $1.0B | $55.0M |
| 8 | CDK GLOBAL II LLC CDK GLOBAL 401(K) PLAN | AUSTIN TX | 3,154 | $735.5M | $54.1M |
| 9 | PERDOCEO EDUCATION CORPORATION PERDOCEO EDUCATION CORPORATION 401(K) PLAN | SCHAUMBURG IL | 3,710 | $263.2M | $27.2M |
| 10 | MERCER INVESTMENTS, LLC MERCER WISE POOLED EMPLOYER PLAN | BOSTON MA | 10,017 | $319.9M | $27.2M |
