Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding State Street Target Retirement 2025 Mutual Fund in their Schedule of Assets, totaling $9.1M 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 | SAINT FRANCIS HEALTHCARE SYSTEM SAINT FRANCIS HEALTHCARE SYSTEM TAX DEFERRED ANNUITY PLAN | CAPE GIRARDEAU MO | 3,483 | $245.8M | $4.2M |
| 2 | HEALTH PRIME INTERNATIONAL LLC HPI 401(K) PLAN | OXON HILL MD | 255 | $27.4M | $3.0M |
| 3 | S&S CYCLE, INC. S&S CYCLE, INC. PROFIT SHARING PLAN |
VIOLA WI |
| 187 |
| $21.0M |
| $1.1M |
| 4 | SELF ESTEEM BRANDS, LLC SELF ESTEEM BRANDS, LLC 401(K) PLAN | WOODBURY MN | 469 | $39.8M | $914K |
| 5 | 603 HEALTHCARE LLC 603 HEALTHCARE 401(K) PLAN | BROOKLYN NY | 471 | $490K | $10K |
