Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding STATE ST TR 2040 K Mutual fund - in their Schedule of Assets, totaling $12.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AVIDXCHANGE, INC. AVIDXCHANGE, INC. 401(K) PLAN | CHARLOTTE NC | 1,771 | $120.5M | $8.0M |
| 2 | SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. PROFIT SHARING PLAN | SAN ANTONIO TX | 249 | $19.6M | $1.8M |
| 3 | DYNATECT MANUFACTURING, INC. |
NEW BERLIN WI |
| 443 |
| $45.7M |
| $1.5M |
| 4 | DATRON WORLD COMMUNICATIONS, INC. DATRON WORLD COMMUNICATIONS, INC. 401(K) PLAN | VISTA CA | 55 | $14.1M | $1.1M |
