Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding State Street Target Retirement 2060 K " in their Schedule of Assets, totaling $17.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN | LEBANON NH | 10,995 | $971.5M | $14.2M |
| 2 | AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC. AMERICAN CANCER SOCIETY CANCER ACTION NETWORK 401(K) PLAN | WASHINGTON DC | 203 | $37.5M | $935K |
| 3 | STERLING WISCONSIN, LLC |
GERMANTOWN WI |
| 289 |
| $18.1M |
| $681K |
| 4 | PROMEDICA HEALTH SYSTEM, INC. PROMEDICA HEALTH SYSTEM, INC. 403(B) PLAN | TOLEDO OH | 3,561 | $200.5M | $612K |
| 5 | ORLANDO TELEPHONE COMPANY INC. DBA SUMMIT BROADBAND SUMMIT BROADBAND 401(K) PLAN | ORLANDO FL | 264 | $10.6M | $122K |
| 6 | HEWES MARINE COMPANY, INC. HEWES MARINE COMPANY 401(K) PLAN | COLVILLE WA | 167 | $8.3M | $92K |
| 7 | EVEREST CAMPUS SERVICES COMPANY, LLC THE EVEREST CAMPUS SERVICES COMPANY, LLC 401(K) PLAN | BROOKHAVEN GA | 536 | $18.8M | $72K |
| 8 | WESTERN PRECOOLING SYSTEMS WPS/MOODY WESTERN PROFIT SHARING 401(K) PLAN | PLEASANTON CA | 198 | $22.0M | $70K |
| 9 | REGIONAL HOSPICE & HOME CARE OF WESTERN CT, INC. DBA REGIONAL HOSPICE REGIONAL HOSPICE & HOME CARE 401(K) PROFIT SHARING PLAN & TRUST | DANBURY CT | 137 | $6.5M | $56K |
| 10 | UNITED SURETY & INDEMNITY CO. UNITED SURETY & INDEMNITY CO. CODA PROFIT SHARING PLAN | SAN JUAN PR | 115 | $8.4M | $51K |
