Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Target Ret 2040 K in their Schedule of Assets, totaling $3.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RIALTO MANAGEMENT GROUP, LLC RIALTO ASSOCIATE SERVICES, LLC 401(K) PLAN | MIAMI FL | 317 | $56.0M | $2.4M |
| 2 | SUNRISE COMMUNITY, INC. SUNRISE COMMUNITY, INC. THE EMPLOYEE PENSION BENEFIT PLAN | MIAMI FL | 2,988 | $26.0M | $825K |
