Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding State Street Target Retirement 2065 Fund " in their Schedule of Assets, totaling $26.2M 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 HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $11.2M |
| 2 | MANHATTAN ASSOCIATES MANHATTAN ASSOCIATES 401(K) PLAN & TRUST | ATLANTA GA | 1,986 | $501.0M | $7.2M |
| 3 | DARTMOUTH HEALTH DARTMOUTH-HITCHCOCK RETIREMENT PLAN |
LEBANON NH |
| 9,655 |
| $1.1B |
| $3.7M |
| 4 | SCHINDLER ELEVATOR CORPORATION SCHINDLER ELEVATOR CORPORATION SAVINGS AND INVESTMENT PLAN | MORRISTOWN NJ | 2,362 | $527.8M | $2.7M |
| 5 | NEW FLYER HOLDINGS, INC. NFI GROUP - PARTICIPATING UNION 401(K) PLAN | DES PLAINES IL | 2,524 | $34.5M | $761K |
| 6 | MARTIN TRACTOR, INC. D/B/A MARTIN MARTIN RETIREMENT SAVINGS PLAN | GALESBURG IL | 295 | $15.8M | $306K |
| 7 | ACOUSTIC L.P. ACOUSTIC, L.P. 401(K) PLAN | CONWAY AR | 319 | $29.3M | $99K |
| 8 | P1 DENTAL MSO LLC P1 RETIREMENT PLAN | INDIANAPOLIS IN | 553 | $20.9M | $96K |
| 9 | THRIVE SKILLED PEDIATRIC CARE, LLC THRIVE SKILLED PEDIATRIC CARE RETIREMENT PLAN | WAKEFIELD MA | 2,233 | $14.0M | $74K |
| 10 | BROADMEAD, INC. BROADMEAD, INC. 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 349 | $11.5M | $16K |
