Form 5500 Search

State ST Target RET 2040 SL CL IV

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 92 retirement plans report an interest in this investment, totaling $1.7B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
92
Reported interest (EOY)
$1.7B
Data source
DOL Form 5500 · Schedule D

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.

Plans holding State ST Target RET 2040 SL CL IVranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
WESTMONT
IL
20,597$5.1B$378.3M
2SOLVENTUM CORPORATION
SOLVENTUM VOLUNTARY INVESTMENT PLAN
MAPLEWOOD
MN
11,390$2.6B$246.3M
3ICON CLINICAL RESEARCH, LLC
ICON CLINICAL RESEARCH, LLC 401(K) PLAN
BLUE BELL
PA
10,795$1.6B$183.0M
4THE LUBRIZOL CORPORATION
THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN
WICKLIFFE
OH
3,932$1.5B$115.4M
5SONOCO PRODUCTS COMPANY
SONOCO RETIREMENT & SAVINGS PLAN
HARTSVILLE
SC
7,613$1.5B$95.9M
6SANTANDER HOLDINGS USA, INC.
SANTANDER 401(K) PLAN
WYOMISSING
PA
14,626$1.3B$72.5M
7INTUITIVE SURGICAL, INC.
INTUITIVE SURGICAL, INC. 401(K) PLAN
SUNNYVALE
CA
8,736$1.0B$55.0M
8CDK GLOBAL II LLC
CDK GLOBAL 401(K) PLAN
AUSTIN
TX
3,154$735.5M$54.1M
9PERDOCEO EDUCATION CORPORATION
PERDOCEO EDUCATION CORPORATION 401(K) PLAN
SCHAUMBURG
IL
3,710$263.2M$27.2M
10MERCER INVESTMENTS, LLC
MERCER WISE POOLED EMPLOYER PLAN
BOSTON
MA
10,017$319.9M$27.2M
See all 92 plans holding State ST Target RET 2040 SL CL IV
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