Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding State Street Target Retirement Fund, Class K in their Schedule of Assets, totaling $45.5M 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 RETIREMENT PLAN | LEBANON NH | 11,618 | $904.7M | $41.2M |
| 2 | JOBOT LLC JOBOT LLC 401(K) PROFIT SHARING PLAN & TRUST | NEWPORT BEACH CA | 754 | $30.8M | $3.4M |
| 3 | RACK ROOM SHOES, INC. THE DEICHMANN U.S. RETIREMENT BENEFIT PROGRAM |
CHARLOTTE NC |
| 2,855 |
| $80.7M |
| $621K |
| 4 | GOLDFEIN LLC GOLDFEIN LLC 401(K) PROFIT SHARING PLAN & TRUST | ALPHARETTA GA | 495 | $7.6M | $183K |
| 5 | BATTERY OUTFITTERS INC BATTERY OUTFITTERS INC 401(K) PROFIT SHARING PLAN & TRUST | GOLDEN MO | 112 | $4.3M | $32K |
| 6 | BORGER MANAGEMENT INC BORGER MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 177 | $4.8M | $26K |
| 7 | TBHC DELIVERS, LLC TBHC DELIVERS, LLC RETIREMENT PLAN | NASHVILLE TN | 246 | $15.3M | $15K |
| 8 | LUMINA FOODS, LLC LUMINA FOODS, LLC RETIREMENT PLAN | NASHVILLE TN | 199 | $13.2M | $13K |
| 9 | SHARPNESS INC SHARPNESS INC 401(K) PROFIT SHARING PLAN & TRUST | CEDAR RAPIDS IA | 143 | $600K | $6K |