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 - in their Schedule of Assets, totaling $264.8M 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 | NOVANT HEALTH, INC. TAX DEFERRED SAVINGS PLAN OF NOVANT HEALTH, INC. | WINSTON-SALEM NC | 41,005 | $2.5B | $189.1M |
| 2 | MCLEOD HEALTH MCLEOD HEALTH 401(K) PLAN | FLORENCE SC | 11,131 | $808.7M | $51.0M |
| 3 | SOUTHERN STATES COOPERATIVE, INC. SOUTHERN STATES RETIREMENT SAVINGS PLAN |
RICHMOND VA |
| 1,609 |
| $226.6M |
| $10.0M |
| 4 | NEW FLYER HOLDINGS, INC. NFI GROUP 401(K) PLAN | DES PLAINES WI | 2,309 | $140.0M | $6.0M |
| 5 | YKK CORPORATION OF AMERICA YKK 401(K) RETIREMENT PLAN | ATLANTA GA | 999 | $149.2M | $4.7M |
| 6 | HALO BRANDED SOLUTIONS, INC. HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN | STERLING IL | 1,886 | $131.4M | $1.7M |
| 7 | CUP ACQUISITION, LLC CUSTOM PROFILE, LLC 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 159 | $5.9M | $490K |
| 8 | XOMA ROYALTY CORPORATION XOMA ROYALTY DEFERRED SAVINGS PLAN | EMERYVILLE CA | 13 | $25.4M | $477K |
| 9 | PRICEWATERHOUSECOOPERS LLP IN PUERTO RICO SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERHOUSECOOPERS LLP IN PUERTO RICO | TAMPA FL | 190 | $37.6M | $435K |
| 10 | ROBERT BOSCH LLC BOSCH SAVINGS INCENTIVE PLAN | BROADVIEW IL | 14,168 | $4.6B | $289K |
