Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding State Street Target Retirement 2040 K Mutual Funds in their Schedule of Assets, totaling $8.4M 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 | ANTICIMEX, INC. ANTICIMEX, INC. 401(K) PLAN | BASKING RIDGE NJ | 3,757 | $66.2M | $5.9M |
| 2 | LUMINE GROUP US HOLDING INC. LUMINE GROUP US HOLDING INC. 401(K) PLAN | LOWELL MA | 332 | $22.4M | $1.4M |
| 3 | HANCOCK ROOFING & CONSTRUCTION, LLC DBA HANCOCK CLAIMS CONSULTANTS JOHN B HANCOCK 401(K) PLAN |
ALPHARETTA GA |
| 227 |
| $4.8M |
| $833K |
| 4 | TITANIUM PLATFORM, LLC TITANIUM PLATFORM, LLC 401(K) PLAN | LOWELL MA | 89 | $9.0M | $237K |
