Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding 85744W382 STATE STR BK TR CO INVT FDS MUTUAL FUND 3,449,402.283 in their Schedule of Assets, totaling $175.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST MID CAP BLEND INDEX | KANSAS CITY MO | — | $87.8M | $87.8M |
| 2 | HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 5,013 | $2.0B | $71.5M |
| 3 | HALLMARK CARDS, INC. |
KANSAS CITY MO |
| 2,303 |
| $442.9M |
| $14.7M |
| 4 | HALLMARK CARDS, INC. RETAIL SERVICE GROUP SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 3,769 | $67.5M | $1.6M |
