Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding State Street Target Retirement 2020 K Registered investment company in their Schedule of Assets, totaling $2.8M 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 | ST PETERSBURG KENNEL CLUB, INC. ST PETERSBURG KENNEL CLUB, INCORPORATED 401(K) PLAN | ST PETERSBURG FL | 292 | $7.9M | $1.9M |
| 2 | CASCADIA HEALTHCARE CASCADIA HEALTHCARE 401(K) PLAN | EAGLE ID | 3,807 | $26.9M | $849K |
| 3 | CISO GLOBAL INC. FORMERLY CERBERUS CYBER SENTINEL CORPORATION |
SCOTTSDALE AZ |
| 144 |
| $7.3M |
| $100K |
