Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Target Retirement 2040 Class K in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BADER RUTTER & ASSOCIATES, INC. BADER RUTTER RETIREMENT PLAN | MILWAUKEE WI | 164 | $35.4M | $5.6M |
| 2 | WAKE RADIOLOGY CONSULTANTS, P.A 401(K)/PROFIT SHARING PLAN AND TRUST FOR WAKE RADIOLOGY CONSULTANTS, P.A. | RALEIGH NC | 416 | $192.7M | $423K |
