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 State Street Target Retment 2060 K in their Schedule of Assets, totaling $4.7M 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 | MARTEN TRANSPORT, LTD. MARTEN TRANSPORT RETIREMENT SAVINGS PLAN | MONDOVI WI | 3,140 | $137.5M | $4.4M |
| 2 | CHARLOTTE LATIN SCHOOLS, INC. CHARLOTTE LATIN SCHOOLS, INC. RETIREMENT INCOME PLAN | CHARLOTTE NC | 399 | $59.6M | $312K |
