Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding State Street Global Advisors Trust Target Retirement Income Fund Class M in their Schedule of Assets, totaling $3.0M 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 | HAIER US APPLIANCE SOLUTIONS, INC. MY SAVINGS PLAN (UNION) | LOUISVILLE KY | 4,559 | $245.5M | $1.7M |
| 2 | ROPER CORPORATION ROPER EMPLOYEE VOLUNTARY RETIREMENT PLAN | LAFAYETTE GA | 2,538 | $107.9M | $691K |
| 3 | HAIER US APPLIANCE SOLUTIONS, INC. ADVANCED SERVICES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN |
MEMPHIS TN |
| 1,138 |
| $20.6M |
| $484K |
| 4 | HAIER US APPLIANCE SOLUTIONS, INC. MONOGRAM REFRIGERATION, LLC EMPLOYEE SAVINGS AND RETIREMENT PLAN | SELMER TN | 421 | $10.5M | $73K |
