Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding State Street Target Retirement 2020 K " in their Schedule of Assets, totaling $60.7M 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 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN | LEBANON NH | 10,995 | $971.5M | $53.7M |
| 2 | PROMEDICA HEALTH SYSTEM, INC. PROMEDICA HEALTH SYSTEM, INC. 403(B) PLAN | TOLEDO OH | 3,561 | $200.5M | $5.1M |
| 3 | AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC. |
WASHINGTON DC |
| 203 |
| $37.5M |
| $514K |
| 4 | HEWES MARINE COMPANY, INC. HEWES MARINE COMPANY 401(K) PLAN | COLVILLE WA | 167 | $8.3M | $419K |
| 5 | WESTROCK - PUERTO RICO, INC. WESTROCK COMPANY RETIREMENT SAVINGS PLAN FOR PUERTO RICO EMPLOYEES | ATLANTA GA | 105 | $8.6M | $336K |
| 6 | ORLANDO TELEPHONE COMPANY INC. DBA SUMMIT BROADBAND SUMMIT BROADBAND 401(K) PLAN | ORLANDO FL | 264 | $10.6M | $182K |
| 7 | 21 AIR LLC 21 AIR 401(K) PLAN | MIAMI FL | 191 | $4.2M | $157K |
| 8 | STERLING WISCONSIN, LLC STERLING PHARMA SOLUTIONS 401(K) RETIREMENT PLAN | GERMANTOWN WI | 289 | $18.1M | $119K |
| 9 | WESTERN PRECOOLING SYSTEMS WPS/MOODY WESTERN PROFIT SHARING 401(K) PLAN | PLEASANTON CA | 198 | $22.0M | $117K |
| 10 | EVEREST CAMPUS SERVICES COMPANY, LLC THE EVEREST CAMPUS SERVICES COMPANY, LLC 401(K) PLAN | BROOKHAVEN GA | 536 | $18.8M | $90K |
