Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding STATE ST TR 2035 K Mutual fund - in their Schedule of Assets, totaling $11.5M 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 | AVIDXCHANGE, INC. AVIDXCHANGE, INC. 401(K) PLAN | CHARLOTTE NC | 1,771 | $120.5M | $5.6M |
| 2 | DYNATECT MANUFACTURING, INC. DYNATECT MANUFACTURING, INC. RETIREMENT & EMPLOYEE SAVINGS PLAN | NEW BERLIN WI | 443 | $45.7M | $2.0M |
| 3 | SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. |
SAN ANTONIO TX |
| 249 |
| $19.6M |
| $2.0M |
| 4 | DATRON WORLD COMMUNICATIONS, INC. DATRON WORLD COMMUNICATIONS, INC. 401(K) PLAN | VISTA CA | 55 | $14.1M | $1.9M |