Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding State Street Global Advisors State Street Target Retirement 2040 K*** in their Schedule of Assets, totaling $3.4M 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 | NEOMED CENTER INC NEOMED CENTER RETIREMENT PLAN | GURABO PR | 419 | $5.6M | $716K |
| 2 | JAX INC JAX INC 401(K) PROFIT SHARING PLAN AND TRUST | LAPORTE CO | 349 | $3.8M | $710K |
| 3 | KML LAW GROUP, P.C. KML LAW GROUP, P.C. 401K PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 114 |
| $9.7M |
| $523K |
| 4 | KRYPTON SOLUTIONS, LLC KRYPTON SOLUTIONS, LLC 401(K) PLAN | PLANO TX | 127 | $5.3M | $465K |
| 5 | GARRETT POPCORN HOLDING COMPANY, LLC GARRETT POPCORN SHOPS RETIREMENT SAVINGS PLAN | AURORA IL | 287 | $4.4M | $324K |
| 6 | HORMANN LLC HORMANN LLC EMPLOYEES SALARY SAVINGS PLAN | MONTGOMERY IL | 695 | $29.0M | $274K |
| 7 | ASCENDHR, LLC. ASCENDHR RETIREMENT SAVINGS PLAN | BECKLEY WV | 330 | $4.9M | $212K |
| 8 | HANTZMON WIEBEL LLP HANTZMON WIEBEL LLP PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 92 | $34.5M | $147K |
