Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Target Retirement 2060 Fund Class IV Common/collective trusts in their Schedule of Assets, totaling $16.9M 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 | CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN | OAKLAND CA | 7,533 | $1.7B | $16.9M |
