Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding State Street State Street Target Retirement 2040 K - in their Schedule of Assets, totaling $13.2M 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 | ENI-JR286, INC. ENI-JR286 INC. 401(K) PLAN | TORRANCE CA | 179 | $19.0M | $3.1M |
| 2 | INTANDEM HUMAN RESOURCES, LLC ITHR 401(K) PLAN | DENVER CO | 1,147 | $49.0M | $2.8M |
| 3 | ANTARES VISION NORTH AMERICA ANTARES VISION 401(K) PLAN | MT. LAUREL TOWNERSHIP |
| 191 |
| $20.7M |
| $2.5M |
| 4 | REILLY SWEEPING, INC. REILLY SWEEPING, INC 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 174 | $7.8M | $1.1M |
| 5 | STATE DEPARTMENT FEDERAL CREDIT UNION STATE DEPARTMENT FEDERAL CREDIT UNION 401(K) PLAN | ALEXANDRIA VA | 202 | $33.4M | $887K |
| 6 | SWEEP AMERICA INTERMEDIATE HOLDINGS, LLC SCA 401(K) PLAN | CLEVELAND OH | 1,182 | $8.7M | $695K |
| 7 | BROCK & SCOTT PLLC BROCK & SCOTT PLLC 401K PROFIT SHARING PLAN AND TRUST | WINSTON SALEM NC | 628 | $15.4M | $516K |
| 8 | NEW HEALTH PROGRAMS ASSOCIATION NEW HEALTH 401(K) PLAN | CHEWELAH WA | 153 | $5.3M | $513K |
| 9 | LNR PROPERTY LLC STARWOOD PROPERTY TRUST, INC. SAVINGS PLAN | MIAMI BEACH FL | 308 | $116.6M | $396K |
| 10 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 174 | $11.9M | $307K |
