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 Fund " in their Schedule of Assets, totaling $92.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $54.2M |
| 2 | DARTMOUTH HEALTH DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 9,655 | $1.1B | $34.4M |
| 3 | TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN |
NASHVILLE TN |
| 1,407 |
| $236.6M |
| $2.6M |
| 4 | SCHRADER BRIDGEPORT INTERNATIONAL, INC. SCHRADER BRIDGEPORT INTERNATIONAL, INC. 401(K) PLAN | ALTAVISTA VA | 169 | $23.2M | $505K |
| 5 | MARTIN TRACTOR, INC. D/B/A MARTIN MARTIN RETIREMENT SAVINGS PLAN | GALESBURG IL | 295 | $15.8M | $330K |
| 6 | HOMEWARD BOUND, INC. HOMEWARD BOUND, INC. 403(B) RETIREMENT SAVINGS PLAN | PLYMOUTH MN | 265 | $9.0M | $255K |
| 7 | THRIVE SKILLED PEDIATRIC CARE, LLC THRIVE SKILLED PEDIATRIC CARE RETIREMENT PLAN | WAKEFIELD MA | 2,233 | $14.0M | $215K |
| 8 | WAREHOUSE SPECIALISTS, LLC VAN HOOF COMPANIES RETIREMENT AND SAVINGS PLAN | APPLETON WI | 718 | $66.4M | $101K |
| 9 | HYDE PARK PARTNERS, INC. HYDE PARK PARTNERS RETIREMENT SAVINGS PLAN & TRUST | CHARLOTTE NC | 164 | $27.6M | $27K |
| 10 | CUP ACQUISITION, LLC CUSTOM PROFILE, LLC 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 159 | $5.9M | $24K |
