Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Global Advisors SSgA Target Retirement Income NL Fund M in their Schedule of Assets, totaling $1.3M 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 | BANK OF TRAVELERS REST BANK OF TRAVELERS REST EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS) | TRAVELERS REST SC | 162 | $35.6M | $890K |
| 2 | AUTOMALL PAYROLL SERVICES LTD AUTOMALL PAYROLL SERVICES LTD 401(K) PLAN AND TRUST | WEST ISLIP NY | 1,147 | $16.7M | $422K |
