Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 91 retirement plans report an interest in this investment, totaling $417.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: State ST Target RET 2060 SL CL IV, State ST Target RET 2060 SL CL VI, State ST Target RET 2060 SL CL V. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SOLVENTUM CORPORATION SOLVENTUM VOLUNTARY INVESTMENT PLAN | MAPLEWOOD MN | 11,390 | $2.6B | $55.7M |
| 2 | SCHNEIDER ELECTRIC HOLDINGS, INC. SCHNEIDER ELECTRIC 401(K) PLAN | WESTMONT IL | 20,597 | $5.1B | $43.5M |
| 3 | SANTANDER HOLDINGS USA, INC. SANTANDER 401(K) PLAN | WYOMISSING PA | 12,035 | $1.9B | $35.1M |
| 4 | ICON CLINICAL RESEARCH, LLC ICON CLINICAL RESEARCH, LLC 401(K) PLAN | BLUE BELL PA | 10,795 | $1.6B | $34.1M |
| 5 | INTUITIVE SURGICAL, INC. INTUITIVE SURGICAL, INC. 401(K) PLAN | SUNNYVALE CA | 8,736 | $1.0B | $26.5M |
| 6 | THE LUBRIZOL CORPORATION THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN | WICKLIFFE OH | 3,932 | $1.5B | $25.5M |
| 7 | SONOCO PRODUCTS COMPANY SONOCO RETIREMENT & SAVINGS PLAN | HARTSVILLE SC | 11,080 | $1.7B | $23.5M |
| 8 | MERCER INVESTMENTS, LLC MERCER WISE POOLED EMPLOYER PLAN | BOSTON MA | 10,017 | $319.9M | $18.1M |
| 9 | ZARA USA, INC. ZARA USA & RELATED COMPANIES 401(K) PLAN | NEW YORK NY | 3,244 | $52.8M | $9.2M |
| 10 | ARS ACQUISITIONS HOLDINGS, LLC ARS EMPLOYEE 401(K) PLAN | MEMPHIS TN | 4,606 | $177.6M | $7.8M |
