Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding State Street Target Retirement 2020 Fund " in their Schedule of Assets, totaling $141.3M 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 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $80.2M |
| 2 | DARTMOUTH HEALTH DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 9,655 | $1.1B | $52.9M |
| 3 | SCHRADER BRIDGEPORT INTERNATIONAL, INC. SCHRADER BRIDGEPORT INTERNATIONAL, INC. 401(K) PLAN |
ALTAVISTA VA |
| 169 |
| $23.2M |
| $1.6M |
| 4 | MANHATTAN ASSOCIATES MANHATTAN ASSOCIATES 401(K) PLAN & TRUST | ATLANTA GA | 1,986 | $501.0M | $1.4M |
| 5 | WAREHOUSE SPECIALISTS, LLC VAN HOOF COMPANIES RETIREMENT AND SAVINGS PLAN | APPLETON WI | 718 | $66.4M | $1.4M |
| 6 | HYDE PARK PARTNERS, INC. HYDE PARK PARTNERS RETIREMENT SAVINGS PLAN & TRUST | CHARLOTTE NC | 164 | $27.6M | $951K |
| 7 | CLARK MATERIAL HANDLING COMPANY CLARK MATERIAL HANDLING COMPANY EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 228 | $22.2M | $748K |
| 8 | P1 DENTAL MSO LLC P1 RETIREMENT PLAN | INDIANAPOLIS IN | 553 | $20.9M | $643K |
| 9 | DESTINY MANAGEMENT SERVICES LL DESTINY MANAGEMENT SERVICES LL 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING MD | 184 | $1.1M | $547K |
| 10 | ACOUSTIC L.P. ACOUSTIC, L.P. 401(K) PLAN | CONWAY AR | 319 | $29.3M | $271K |
