Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Bank & Trust Co. State Street Target Retirement 2040 Class IV N/A in their Schedule of Assets, totaling $41.9M 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 | VITALANT VITALANT 401(K) RETIREMENT SAVINGS PLAN | SCOTTSDALE AZ | 4,260 | $428.6M | $36.1M |
| 2 | CREATIVE TESTING SOLUTIONS CREATIVE TESTING SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | TEMPE AZ | 988 | $83.1M | $5.8M |
