Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding State Street Target Retirement 2040 K Mutual Fund N/A in their Schedule of Assets, totaling $504K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TSS ACQUISITION COMPANY TSS ACQUISITION 401(K) RETIREMENT PLAN | WEST CHESTER OH | 60 | $6.5M | $384K |
| 2 | EVERBRITE, LLC EVERBRITE, LLC PROFIT SHARING PLAN | GREENFIELD WI | 489 | $50.1M | $96K |
| 3 | EVERBRITE, LLC THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN |
GREENFIELD WI |
| 76 |
| $4.4M |
| $25K |
