Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding State Street Target Retirement 2065 Fund Mutual fund 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCURY GENERAL CORPORATION MERCURY GENERAL CORPORATION PROFIT SHARING PLAN | LOS ANGELES CA | 4,207 | $940.9M | $878K |
| 2 | UDIG, LLC UDIG EMPLOYEES RETIREMENT PLAN | HENRICO VA | 81 | $11.1M | $276K |
| 3 | STRACK, INCORPORATED STRACK, INC. 401(K) PROFIT SHARING PLAN |
FAIRBURN GA |
| 284 |
| $14.7M |
| $69K |
| 4 | OPENTECH ALLIANCE, INC. OPENTECH ALLIANCE 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 163 | $4.9M | $38K |
