Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding State Street Global Advisors Target Retirement 2040 Fund in their Schedule of Assets, totaling $37.1M 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 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 401(K) SAVINGS PLAN | NEWPORT NEWS VA | 8,159 | $314.0M | $36.2M |
| 2 | SIXT RENT A CAR, LLC SIXT RENT A CAR 401(K) PLAN | FORT LAUDERDALE FL | 1,602 | $16.4M | $721K |
| 3 | COUGAR WJBG LLC DBA WYATT JOHNSON BUICK-GMC WYATT JOHNSON 401(K) PLAN |
CLARKSVILLE TN |
| 31 |
| $5.0M |
| $192K |
