Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding State Street Target Retirement 2065 K " in their Schedule of Assets, totaling $2.6M 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 | $1.9M |
| 2 | STERLING WISCONSIN, LLC STERLING PHARMA SOLUTIONS 401(K) RETIREMENT PLAN | GERMANTOWN WI | 289 | $18.1M | $347K |
| 3 | GROWGENERATION CORP GROWGENERATION CORP 401(K) PLAN |
GREENWOOD VILLAGE CO |
| 281 |
| $5.5M |
| $99K |
| 4 | ORLANDO TELEPHONE COMPANY INC. DBA SUMMIT BROADBAND SUMMIT BROADBAND 401(K) PLAN | ORLANDO FL | 264 | $10.6M | $60K |
| 5 | 21 AIR LLC 21 AIR 401(K) PLAN | MIAMI FL | 191 | $4.2M | $43K |
| 6 | AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC. AMERICAN CANCER SOCIETY CANCER ACTION NETWORK 401(K) PLAN | WASHINGTON DC | 203 | $37.5M | $39K |
| 7 | UNITED SURETY & INDEMNITY CO. UNITED SURETY & INDEMNITY CO. CODA PROFIT SHARING PLAN | SAN JUAN PR | 115 | $8.4M | $35K |
| 8 | WESTROCK - PUERTO RICO, INC. WESTROCK COMPANY RETIREMENT SAVINGS PLAN FOR PUERTO RICO EMPLOYEES | ATLANTA GA | 105 | $8.6M | $12K |
| 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 | $9K |
| 10 | BARTOLOTTA MANAGEMENT GROUP, INC. BARTOLOTTA MANAGEMENT GROUP 401(K) PLAN | MILWAUKEE WI | 623 | $3.0M | $2K |
