Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding State Street Target Retirement 2020 - in their Schedule of Assets, totaling $105.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVANT HEALTH, INC. TAX DEFERRED SAVINGS PLAN OF NOVANT HEALTH, INC. | WINSTON-SALEM NC | 41,005 | $2.5B | $74.0M |
| 2 | MCLEOD HEALTH MCLEOD HEALTH 401(K) PLAN | FLORENCE SC | 11,131 | $808.7M | $18.5M |
| 3 | SOUTHERN STATES COOPERATIVE, INC. SOUTHERN STATES RETIREMENT SAVINGS PLAN |
RICHMOND VA |
| 1,609 |
| $226.6M |
| $10.8M |
| 4 | NEW FLYER HOLDINGS, INC. NFI GROUP 401(K) PLAN | DES PLAINES WI | 2,309 | $140.0M | $1.6M |
| 5 | XOMA ROYALTY CORPORATION XOMA ROYALTY DEFERRED SAVINGS PLAN | EMERYVILLE CA | 13 | $25.4M | $541K |
| 6 | CUP ACQUISITION, LLC CUSTOM PROFILE, LLC 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 159 | $5.9M | $151K |
| 7 | ARNOLD & ITKIN, LLP ARNOLD & ITKIN 401K RETIREMENT PLAN | HOUSTON TX | 170 | $19.6M | $89K |
| 8 | HALO BRANDED SOLUTIONS, INC. HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN | STERLING IL | 1,886 | $131.4M | $85K |
| 9 | ROBERT BOSCH LLC BOSCH SAVINGS INCENTIVE PLAN | BROADVIEW IL | 14,168 | $4.6B | $65K |
| 10 | SUNBELT HUMAN ADVANCEMENT RESOURCES, INC. SUNBELT HUMAN ADVANCEMENT RESOURCES 403(B) PLAN | GREENVILLE SC | 229 | $7.4M | $19K |
