State Street Target RET 2040
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 41 retirement plans report an interest in this investment, totaling $22.4M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
41
Reported interest (EOY)
$22.4M
Data source
DOL Form 5500 · Schedule D
Plans holding State Street Target RET 2040ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PWC US GROUP LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PWC | TAMPA FL | — | $5.4B | $1.0B |
| 2 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $783.9M |
| 3 | IDEAGEN, INCORPORATED IDEAGEN INCORPORATED 401(K) PLAN | RESTON VA | 292 | $25.0M | $3.0M |
| 4 | VAN MICHAEL SALON, INC. VAN MICHAEL SALON, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 342 | $28.0M | $2.7M |
| 5 | PANHANDLE ANESTHESIOLOGY ASSOCIATES, P.A. PANHANDLE ANESTHESIOLOGY ASSOCIATES 401(K) | PENSACOLA FL | 88 | $58.6M | $2.3M |
| 6 | ARQUITECTONICA INTERNATIONAL CORP ARQUITECTONICA 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI FL | 223 | $20.3M | $2.2M |
| 7 | SUMCO ECO-CONTRACTING, LLC SUMCO ECO-CONTRACTING 401(K) PLAN | PEABODY MA | 53 | $10.0M | $2.1M |
| 8 | PROFESSIONAL HEALTHCARE MANAGEMENT, INC. PROFESSIONAL HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN | MEMPHIS TN | 564 | $13.5M | $1.8M |
| 9 | PONY BIRD, INC. PONY BIRD RETIREMENT PLAN | MAPAVILLE MO | 198 | $7.5M | $840K |
| 10 | FAMILY HEALTH CARE MEDICAL GROUP OF MODESTO, FAMILY HEALTH CARE MEDICAL GROUP OF MODESTO 401(K) PROFIT SHARING PLAN | MODESTO CA | 44 | — | $807K |
See all 41 plans holding State Street Target RET 2040
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