Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 77 retirement plans report an interest in this investment, totaling $335.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: State ST Target RET Income SL CL IV, State ST Target RET Income SL CL VI, State ST Target RET Income 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 | $163.9M |
| 2 | SANTANDER HOLDINGS USA, INC. SANTANDER 401(K) PLAN | WYOMISSING PA | 12,035 | $1.9B | $23.4M |
| 3 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,698 | $581.1M | $19.0M |
| 4 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,459 | $601.1M | $18.9M |
| 5 | THE LUBRIZOL CORPORATION THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN | WICKLIFFE OH | 3,932 | $1.5B | $15.8M |
| 6 | INTUITIVE SURGICAL, INC. INTUITIVE SURGICAL, INC. 401(K) PLAN | SUNNYVALE CA | 8,736 | $1.0B | $13.8M |
| 7 | CDK GLOBAL II LLC CDK GLOBAL 401(K) PLAN | AUSTIN TX | 3,154 | $735.5M | $11.7M |
| 8 | SONOCO PRODUCTS COMPANY SONOCO RETIREMENT & SAVINGS PLAN | HARTSVILLE SC | 11,080 | $1.7B | $11.3M |
| 9 | ICON CLINICAL RESEARCH, LLC ICON CLINICAL RESEARCH, LLC 401(K) PLAN | BLUE BELL PA | 10,795 | $1.6B | $10.5M |
| 10 | SAMUEL, SON & CO. (USA), INC. SAMUEL, SON & CO. (USA), INC. 401(K) PLAN | WOODRIDGE IL | 2,684 | $201.5M | $4.7M |
