Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding State Street Global Advisors State Street Target Retirement 2065 K*** in their Schedule of Assets, totaling $629K 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 | HORMANN LLC HORMANN LLC EMPLOYEES SALARY SAVINGS PLAN | MONTGOMERY IL | 695 | $29.0M | $223K |
| 2 | ASCENDHR, LLC. ASCENDHR RETIREMENT SAVINGS PLAN | BECKLEY WV | 330 | $4.9M | $184K |
| 3 | PROMEDICA HEALTH SYSTEM, INC. PROMEDICA HEALTH SYSTEM, INC. 403(B) PLAN |
TOLEDO OH |
| 3,561 |
| $200.5M |
| $80K |
| 4 | NEOMED CENTER INC NEOMED CENTER RETIREMENT PLAN | GURABO PR | 419 | $5.6M | $74K |
| 5 | BEST CARE SENIOR LIVING LLC BEST CARE SENIOR LIVING LLC 401K PLAN | TEMPLE TERRACE FL | 162 | $644K | $58K |
| 6 | HANTZMON WIEBEL LLP HANTZMON WIEBEL LLP PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 92 | $34.5M | $11K |
