Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 85 retirement plans report an interest in this investment, totaling $116.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: State ST Target RET 2065 SL CL IV, State ST Target RET 2065 SL CL VI, State ST Target RET 2065 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 | $17.8M |
| 2 | SONOCO PRODUCTS COMPANY SONOCO RETIREMENT & SAVINGS PLAN | HARTSVILLE SC | 11,080 | $1.7B | $13.0M |
| 3 | SANTANDER HOLDINGS USA, INC. SANTANDER 401(K) PLAN | WYOMISSING PA | 12,035 | $1.9B | $8.9M |
| 4 | INTUITIVE SURGICAL, INC. INTUITIVE SURGICAL, INC. 401(K) PLAN | SUNNYVALE CA | 8,736 | $1.0B | $6.1M |
| 5 | ICON CLINICAL RESEARCH, LLC ICON CLINICAL RESEARCH, LLC 401(K) PLAN | BLUE BELL PA | 10,795 | $1.6B | $5.8M |
| 6 | ZARA USA, INC. ZARA USA & RELATED COMPANIES 401(K) PLAN | NEW YORK NY | 3,244 | $52.8M | $4.3M |
| 7 | MERCER INVESTMENTS, LLC MERCER WISE POOLED EMPLOYER PLAN | BOSTON MA | 10,017 | $319.9M | $3.7M |
| 8 | SCHNEIDER ELECTRIC HOLDINGS, INC. SCHNEIDER ELECTRIC 401(K) PLAN | WESTMONT IL | 20,597 | $5.1B | $3.5M |
| 9 | ARS ACQUISITIONS HOLDINGS, LLC ARS EMPLOYEE 401(K) PLAN | MEMPHIS TN | 4,606 | $177.6M | $3.3M |
| 10 | AIRTRON LLC AIRTRON LLC 401(K) PLAN | COLUMBUS OH | 1,308 | $87.7M | $3.0M |
