Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Company State Street Target Retirement Fund 2025 in their Schedule of Assets, totaling $3.2M 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 | HEALTHSPAN PARTNERS HEALTHSPAN RETIREMENT SAVINGS PLAN 403(B) | BLUE ASH OH | 22 | $23.1M | $3.2M |
