State Street Target Retirement 2040
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $5.2M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
25
Reported interest (EOY)
$5.2M
Data source
DOL Form 5500 · Schedule D
Plans holding State Street Target Retirement 2040ranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GENERAL MOTORS LLC GENERAL MOTORS SAVINGS PLAN MASTER TRUST | DETROIT MI | — | $32.4B | $1.2B |
| 2 | AON CONSULTING, INC. AON POOLED EMPLOYER PLAN | CHICAGO IL | 74,793 | $3.1B | $324.6M |
| 3 | FRANKLIN RESOURCES, INC. FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN | SAN MATEO CA | 4,525 | $3.6B | $131.6M |
| 4 | PACIFICORP PACIFICORP K PLUS EMPLOYEE SAVINGS PLAN | PORTLAND OR | 5,334 | $1.8B | $131.1M |
| 5 | KINDER MORGAN, INC. KINDER MORGAN SAVINGS PLAN | HOUSTON TX | 10,966 | $2.9B | $123.9M |
| 6 | NAPA MANAGEMENT SERVICES CORPORATION NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN | MELVILLE NY | 3,665 | $1.5B | $114.3M |
| 7 | AMERICAN ANESTHESIOLOGY, INC. NAPA - AMERICAN ANESTHESIOLOGY, INC. 401(K) RETIREMENT SAVINGS PLAN | MELVILLE NY | 4,110 | $1.4B | $113.4M |
| 8 | BOARD OF TRUSTEES OF SUPPLEMENTAL INCOME TRUST FUND SUPPLEMENTAL INCOME 401(K) PLAN | VALLEJO CA | 34,085 | $1.9B | $101.0M |
| 9 | BALL CORPORATION BALL CORPORATION 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WESTMINSTER CO | 4,759 | $2.3B | $98.0M |
| 10 | STANTEC CONSULTING SERVICES INC. STANTEC 401(K) PLAN | CHANDLER AZ | 12,098 | $2.3B | $89.4M |
See all 25 plans holding State Street Target Retirement 2040
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro
