Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding State Street State Street Target Retirement 2025 Fund Class K in their Schedule of Assets, totaling $12.7M 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 | UVA COMMUNITY HEALTH UVA COMMUNITY HEALTH RETIREMENT PLAN | MANASSAS VA | 2,961 | $218.7M | $11.8M |
| 2 | PARCHMENT LLC PARCHMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST | PARADISE VALLEY AZ | 314 | $15.6M | $961K |
| 3 | ADVANCED CRITICAL CARE EMERGEN ADVANCED CRITICAL CARE EMERGEN 401(K) PROFIT SHARING PLAN & TRUST |
ROYAL PALM BEACH FL |
| 127 |
| $1.1M |
| $6K |
