Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 88 retirement plans report an interest in this investment, totaling $1.3B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: State ST Target RET 2050 SL CL IV, State ST Target RET 2050 SL CL VI, State ST Target RET 2050 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 | $237.3M |
| 2 | SOLVENTUM CORPORATION SOLVENTUM VOLUNTARY INVESTMENT PLAN | MAPLEWOOD MN | 11,390 | $2.6B | $150.1M |
| 3 | SANTANDER HOLDINGS USA, INC. SANTANDER 401(K) PLAN | WYOMISSING PA | 12,035 | $1.9B | $120.7M |
| 4 | ICON CLINICAL RESEARCH, LLC ICON CLINICAL RESEARCH, LLC 401(K) PLAN | BLUE BELL PA | 10,795 | $1.6B | $118.9M |
| 5 | THE LUBRIZOL CORPORATION THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN | WICKLIFFE OH | 3,932 | $1.5B | $104.7M |
| 6 | INTUITIVE SURGICAL, INC. INTUITIVE SURGICAL, INC. 401(K) PLAN | SUNNYVALE CA | 8,736 | $1.0B | $62.3M |
| 7 | SONOCO PRODUCTS COMPANY SONOCO RETIREMENT & SAVINGS PLAN | HARTSVILLE SC | 11,080 | $1.7B | $58.4M |
| 8 | MERCER INVESTMENTS, LLC MERCER WISE POOLED EMPLOYER PLAN | BOSTON MA | 10,017 | $319.9M | $37.0M |
| 9 | KERRY INC. KERRY INC. SAVINGS PLAN | BELOIT WI | 4,981 | $604.2M | $24.5M |
| 10 | STAND TOGETHER BENEFITS, LLC STAND TOGETHER BENEFITS, LLC 401(K) PLAN | ARLINGTON VA | 1,387 | $127.0M | $24.3M |
