Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding State Street Target Retirement 2025 Fund " in their Schedule of Assets, totaling $253.2M 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 | $140.1M |
| 2 | DARTMOUTH HEALTH DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 9,655 | $1.1B | $98.0M |
| 3 | SCHRADER BRIDGEPORT INTERNATIONAL, INC. SCHRADER BRIDGEPORT INTERNATIONAL, INC. 401(K) PLAN |
ALTAVISTA VA |
| 169 |
| $23.2M |
| $3.6M |
| 4 | BROADMEAD, INC. BROADMEAD, INC. 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 349 | $11.5M | $2.6M |
| 5 | MANHATTAN ASSOCIATES MANHATTAN ASSOCIATES 401(K) PLAN & TRUST | ATLANTA GA | 1,986 | $501.0M | $1.9M |
| 6 | NEW FLYER HOLDINGS, INC. NFI GROUP - PARTICIPATING UNION 401(K) PLAN | DES PLAINES IL | 2,524 | $34.5M | $1.2M |
| 7 | P1 DENTAL MSO LLC P1 RETIREMENT PLAN | INDIANAPOLIS IN | 553 | $20.9M | $1.1M |
| 8 | HYDE PARK PARTNERS, INC. HYDE PARK PARTNERS RETIREMENT SAVINGS PLAN & TRUST | CHARLOTTE NC | 164 | $27.6M | $869K |
| 9 | HOMEWARD BOUND, INC. HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN | PLYMOUTH MN | 265 | $9.0M | $865K |
| 10 | THRIVE SKILLED PEDIATRIC CARE, LLC THRIVE SKILLED PEDIATRIC CARE RETIREMENT PLAN | WAKEFIELD MA | 2,233 | $14.0M | $810K |
