Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding STATE ST TARGET RET 2040 R3 in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLERAIN ANIMAL CLINIC INC. COLERAIN ANIMAL CLINIC 401(K) PLAN & TRUST | CINCINNATI OH | 106 | $7.3M | $1.4M |
| 2 | PROCOM SERVICES AMERICA, INC. PROCOM SERVICES 401(K) PLAN | CARY NC | 778 | $13.0M | $1.2M |
| 3 | CHOICE HEALTH AT HOME CHOICE HEALTH AT HOME 401K PLAN |
TYLER TX |
| 1,349 |
| $8.3M |
| $974K |
| 4 | GSPANN TECHNOLOGIES, INC. GSPANN TECHNOLOGIES, INC. 401(K) PLAN | MILPITAS CA | 121 | $9.6M | $711K |
| 5 | FST TECHNICAL SERVICES, INC FST TECHNICAL SERVICES 401(K) PLAN | CHANDLER AZ | 323 | $13.6M | $572K |
| 6 | GAVS TECHNOLOGIES NA, INC. GAVS TECHNOLOGIES NA, INC. 401(K) PLAN | PRINCETON NJ | 351 | $6.7M | $382K |
| 7 | TRICOCI UNIVERSITY OF BEAUTY CUL TRICOCI UNIVERSITY OF BEAUTY C 401K PROFIT SHARING PLAN AND TR | PARK RIDGE IL | 353 | $3.0M | $366K |
| 8 | GRANITE SOLUTIONS GROUPE, INC. GRANITE SOLUTIONS GROUPE 401K PLAN | CALABASAS CA | 136 | $8.9M | $303K |
| 9 | BUDDOBOT,INC. BUDDOBOT, INC. 401(K) PLAN | OFALLON IL | 119 | $6.5M | $213K |
| 10 | KORDA CONSTRUCTION COMPANY, INC. KORDA CONSTRUCTION COMPANY, INC 401(K) PLAN | LOS ANGELES CA | 92 | $2.5M | $168K |
