Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding State Street Target Retirement 2035 K Mutual fund in their Schedule of Assets, totaling $48.3M 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 | CONAIR LLC CONAIR LLC SAVINGS AND INVESTMENT PLAN | EAST WINDSOR NJ | 1,232 | $302.8M | $21.2M |
| 2 | T.Y. LIN INTERNATIONAL T.Y. LIN INTERNATIONAL EMPLOYEES' SAVINGS AND RETIREMENT PLAN | SAN FRANCISCO CA | 959 | $181.7M | $8.8M |
| 3 | UNION PARTNERS I LLC UNION PARTNERS I LLC 401(K) SAVING PLAN |
OAK BROOK IL |
| 513 |
| $42.5M |
| $4.9M |
| 4 | FENWAL INTERNATIONAL, INC. FENWAL INTERNATIONAL, INC. SAVINGS AND RETIREMENT PLAN | SAN GERMAN PR | 938 | $29.3M | $4.7M |
| 5 | REVER GRAND LLC REVER GRAND LLC 401(K) PROFIT SHARING PLAN & TRUST | GRANTS PASS OR | 1,988 | $12.6M | $3.0M |
| 6 | RUBIN AND RUDMAN LLP RUBIN AND RUDMAN LLP 401(K) PROFIT SHARING PLAN | BOSTON MA | 152 | $66.9M | $1.5M |
| 7 | PARKMOBILE, LLC PARKMOBILE 401(K) PLAN | ATLANTA GA | 233 | $14.1M | $1.3M |
| 8 | VALLEY PROFESSIONALS COMMUNITY HEALTH CENTER, INC. VPCHC 403B PLAN | CLINTON IN | 274 | $10.5M | $1.2M |
| 9 | SHINE TECHNOLOGIES, LLC SHINE TECHNOLOGIES, LLC 401(K) PLAN | JANESVILLE WI | 266 | $26.5M | $693K |
| 10 | ONCOLOGY ANALYTICS, INC. ONCOHEALTH 401(K) PLAN | ATLANTA GA | 177 | $12.9M | $413K |