Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding STATE ST TARGET RETIRE 2040 K in their Schedule of Assets, totaling $14.7M 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 | GOOD KARMA BROADCASTING, LLC GOOD KARMA BROADCASTING, LLC EMPLOYEES SAVINGS TRUST | MILWAUKEE WI | 475 | $19.0M | $3.3M |
| 2 | NEXTHINK, INC. NEXTHINK, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 207 | $20.5M | $1.8M |
| 3 | HYDRO-KLEAN LLC HYDRO-KLEAN LLC PROFIT SHARING PLAN AND TRUST |
DES MOINES IA |
| 213 |
| $6.0M |
| $1.6M |
| 4 | SALAL CREDIT UNION SALAL CREDIT UNION 401(K) PLAN | SEATTLE WA | 234 | $18.6M | $1.2M |
| 5 | MEDLEY MATERIAL HANDLING, INC. MEDLEY MATERIAL HANDLING, INC. EMPLOYEES' 401(K) PLAN | OKLAHOMA CITY OK | 269 | $7.1M | $878K |
| 6 | DA DEFENSE LOGISTICS HQ LLC DA DEFENSE LOGISTICS 401(K) PLAN | EL PASO TX | 283 | $8.9M | $866K |
| 7 | SPENCER TECHNOLOGIES, INC. SPENCER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | MEDWAY MA | 351 | $11.0M | $757K |
| 8 | PLAYA MANAGEMENT USA, LLC PLAYA MANAGEMENT USA, LLC 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 119 | $20.8M | $755K |
| 9 | PRIME CARE COORDINATION, LLC PRIME COORDINATION, LLC 401(K) PLAN | WEBSTER NY | 411 | $4.5M | $566K |
| 10 | THE ROOF DEPOT, INC. THE ROOF DEPOT 401(K) PLAN | ROSWELL GA | 158 | $2.7M | $565K |
