Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding State Street State Street Target Retirement 2060 Fund in their Schedule of Assets, totaling $6.6M 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 | $4.4M |
| 2 | BENESYS, INC. BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST | TROY MI | 727 | $70.1M | $1.3M |
| 3 | SEI GROUP, LLC SEI GROUP, LLC 401(K) PLAN |
DORAVILLE GA |
| 1,312 |
| $5.0M |
| $308K |
| 4 | LJB INC. LJB INC. EMPLOYEE RETIREMENT PLAN | MIAMISBURG OH | 295 | $47.9M | $297K |
| 5 | ROMAN EMPIRE LIVING SKILLS, INC. ROMAN EMPIRE LIVING SKILLS, INC. 401K | ALHAMBRA CA | 479 | $1.4M | $212K |
| 6 | ROMAN EMPIRE ABA SERVICES, INC. ROMAN EMPIRE ABA SERVICES, INC. 401(K) PLAN | ALHAMBRA CA | 298 | $1.1M | $116K |
| 7 | HOUSING MANAGEMENT RESOURCES, INC. HOUSING MANAGEMENT RESOURCES, INC. 401(K) SAVINGS PLAN | N. QUINCY MA | 265 | $14.0M | $56K |
