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 2050 Mutual Fund in their Schedule of Assets, totaling $14.9M 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 | SAINT FRANCIS HEALTHCARE SYSTEM SAINT FRANCIS HEALTHCARE SYSTEM TAX DEFERRED ANNUITY PLAN | CAPE GIRARDEAU MO | 3,483 | $245.8M | $8.0M |
| 2 | SELF ESTEEM BRANDS, LLC SELF ESTEEM BRANDS, LLC 401(K) PLAN | WOODBURY MN | 469 | $39.8M | $5.2M |
| 3 | HEALTH PRIME INTERNATIONAL LLC HPI 401(K) PLAN |
OXON HILL MD |
| 255 |
| $27.4M |
| $1.1M |
| 4 | S&S CYCLE, INC. S&S CYCLE, INC. PROFIT SHARING PLAN | VIOLA WI | 187 | $21.0M | $548K |
| 5 | 603 HEALTHCARE LLC 603 HEALTHCARE 401(K) PLAN | BROOKLYN NY | 471 | $490K | $104K |
