Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Global Advisors Target Retirement 2040 Fund Class V Common collective trust in their Schedule of Assets, totaling $45.3M 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 | ACUSHNET COMPANY ACUSHNET COMPANY 401(K) PLAN | FAIRHAVEN MA | 3,312 | $637.7M | $45.3M |
