Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street State Street Target Retirement 2040 Fund Class K N/A in their Schedule of Assets, totaling $47.5M 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 | ST. LUKE'S HEALTH SYSTEM, LTD. ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN | BOISE ID | 18,671 | $1.1B | $47.5M |
