Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Target Retirement 2040 VI in their Schedule of Assets, totaling $29.1M 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 | T.Y. LIN INTERNATIONAL GROUP, LTD GLOBAL INFRASTRUCTURE SAVINGS PLAN | SAN FRANCISCO CA | 2,148 | $443.6M | $21.2M |
| 2 | 1ST FRANKLIN FINANCIAL CORPORATION 1ST FRANKLIN FINANCIAL 401(K) RETIREMENT PLAN | TOCCOA GA | 1,651 | $111.7M | $7.9M |
