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 2040 Fund Mutual fund in their Schedule of Assets, totaling $39.0M 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 | MERCURY GENERAL CORPORATION MERCURY GENERAL CORPORATION PROFIT SHARING PLAN | LOS ANGELES CA | 4,207 | $940.9M | $36.4M |
| 2 | STRACK, INCORPORATED STRACK, INC. 401(K) PROFIT SHARING PLAN | FAIRBURN GA | 284 | $14.7M | $2.2M |
| 3 | UDIG, LLC UDIG EMPLOYEES RETIREMENT PLAN |
HENRICO VA |
| 81 |
| $11.1M |
| $281K |
| 4 | NEXSENTIO INC NEXSENTIO INC 401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 371 | $527K | $86K |
| 5 | OPENTECH ALLIANCE, INC. OPENTECH ALLIANCE 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 163 | $4.9M | $37K |
