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 2050 Fund in their Schedule of Assets, totaling $21.0M 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 | BARR ENGINEERING CO. BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,059 | $277.1M | $14.9M |
| 2 | BENESYS, INC. BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST | TROY MI | 727 | $70.1M | $3.0M |
| 3 | HOUSING MANAGEMENT RESOURCES, INC. HOUSING MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN |
N. QUINCY MA |
| 265 |
| $14.0M |
| $1.2M |
| 4 | LJB INC. LJB INC. EMPLOYEE RETIREMENT PLAN | MIAMISBURG OH | 295 | $47.9M | $931K |
| 5 | SEI GROUP, LLC SEI GROUP, LLC 401(K) PLAN | DORAVILLE GA | 1,312 | $5.0M | $341K |
| 6 | BARR ENGINEERING CO. BARR ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN | MINNEAPOLIS MN | 840 | $57.5M | $296K |
| 7 | ROMAN EMPIRE LIVING SKILLS, INC. ROMAN EMPIRE LIVING SKILLS, INC. 401K | ALHAMBRA CA | 479 | $1.4M | $180K |
| 8 | ROMAN EMPIRE ABA SERVICES, INC. ROMAN EMPIRE ABA SERVICES, INC. 401(K) PLAN | ALHAMBRA CA | 298 | $1.1M | $116K |
