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 2040 Fund, Class K in their Schedule of Assets, totaling $81.7M 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 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 11,618 | $904.7M | $61.1M |
| 2 | RACK ROOM SHOES, INC. THE DEICHMANN U.S. RETIREMENT BENEFIT PROGRAM | CHARLOTTE NC | 2,855 | $80.7M | $5.4M |
| 3 | CHICANOS POR LA CAUSA, INC. CHICANOS POR LA CAUSA, INC. 401(K) PLAN |
PHOENIX AZ |
| 2,006 |
| $38.7M |
| $3.3M |
| 4 | CORELIGHT, INC. CORELIGHT, INC. 401(K) PLAN | SAN FRANCISCO CA | 258 | $27.5M | $2.9M |
| 5 | OPENGOV, INC. OPENGOV, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 634 | $32.2M | $2.6M |
| 6 | JOBOT LLC JOBOT LLC 401(K) PROFIT SHARING PLAN & TRUST | NEWPORT BEACH CA | 754 | $30.8M | $2.4M |
| 7 | TBHC DELIVERS, LLC TBHC DELIVERS, LLC RETIREMENT PLAN | NASHVILLE TN | 246 | $15.3M | $1.1M |
| 8 | MCCOMBS STEEL COMPANY, INC. MCCOMBS STEEL COMPANY, INC. 401(K) PROFIT SHARING PLAN | STATESVILLE NC | 76 | $7.3M | $923K |
| 9 | LUMINA FOODS, LLC LUMINA FOODS, LLC RETIREMENT PLAN | NASHVILLE TN | 199 | $13.2M | $916K |
| 10 | GOLDFEIN LLC GOLDFEIN LLC 401(K) PROFIT SHARING PLAN & TRUST | ALPHARETTA GA | 495 | $7.6M | $343K |
