Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Bank State Street Target Retirement 2040 Fd K in their Schedule of Assets, totaling $66K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARINA PDR OPERATIONS, LLC SAFE HARBOR MARINAS PUERTO RICO RETIREMENT PLAN | DALLAS TX | 129 | $565K | $66K |
