Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding State Street State Street Target Retirement 2020 K - in their Schedule of Assets, totaling $2.1M 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 | INTANDEM HUMAN RESOURCES, LLC ITHR 401(K) PLAN | DENVER CO | 1,147 | $49.0M | $778K |
| 2 | STATE DEPARTMENT FEDERAL CREDIT UNION STATE DEPARTMENT FEDERAL CREDIT UNION 401(K) PLAN | ALEXANDRIA VA | 202 | $33.4M | $296K |
| 3 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN |
HOLLYWOOD FL |
| 157 |
| $10.0M |
| $232K |
| 4 | ENI-JR286, INC. ENI-JR286 INC. 401(K) PLAN | TORRANCE CA | 179 | $19.0M | $232K |
| 5 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 174 | $11.9M | $220K |
| 6 | NEW HEALTH PROGRAMS ASSOCIATION NEW HEALTH 401(K) PLAN | CHEWELAH WA | 153 | $5.3M | $219K |
| 7 | BROCK & SCOTT PLLC BROCK & SCOTT PLLC 401K PROFIT SHARING PLAN AND TRUST | WINSTON SALEM NC | 628 | $15.4M | $110K |
| 8 | LNR PROPERTY LLC STARWOOD PROPERTY TRUST, INC. SAVINGS PLAN | MIAMI BEACH FL | 308 | $116.6M | $18K |
