Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding State Street Target Retirement 2040 Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | MILES CHEMICAL COMPANY INC MILES CHEMICAL COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST | ARLETA CA | 87 | $9.3M | $873K |
| 2 | SHREVEPORT CHARTER SCHOOL INC SHREVEPORT CHARTER SCHOOL INC 401(K) PROFIT SHARING PLAN & TRUST | SHREVEPORT LA | 171 | $1.9M | $292K |
| 3 | HENTZEN COATINGS, INC. |
MILWAUKEE WI |
| 328 |
| $38.9M |
| $74K |
| 4 | STARS INTERVENTION INC STARS INTERVENTION INC 401(K) PROFIT SHARING PLAN & TRUST | CHULA VISTA CA | 93 | $675K | $27K |
| 5 | PERFORMANCE FOODS CORPORATION PERFORMANCE FOODS CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | MANSFIELD OH | 219 | $309K | $15K |
| 6 | AUTISM COMMUNITY SERVICES AUTISM COMMUNITY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 147 | $221K | $10K |
| 7 | KOG INDUSTRIES INC KOG INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | BAYSIDE NY | 112 | $543K | $8K |
