Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding STATE ST TR 2065 K Mutual Fund in their Schedule of Assets, totaling $716K 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 | $368K |
| 2 | DYNATECT MANUFACTURING, INC. DYNATECT MANUFACTURING, INC. RETIREMENT & EMPLOYEE SAVINGS PLAN | NEW BERLIN WI | 443 | $45.7M | $348K |
