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 K " in their Schedule of Assets, totaling $42.6M 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 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN | LEBANON NH | 10,995 | $971.5M | $33.9M |
| 2 | REED FAMILY COMPANIES WESTERN REGION RETIREMENT TRUST 401(K) AND REGULAR PROFIT SHARING PLAN | MODESTO CA | 533 | $60.1M | $4.7M |
| 3 | PROMEDICA HEALTH SYSTEM, INC. |
TOLEDO OH |
| 3,561 |
| $200.5M |
| $2.9M |
| 4 | HEWES MARINE COMPANY, INC. HEWES MARINE COMPANY 401(K) PLAN | COLVILLE WA | 167 | $8.3M | $818K |
| 5 | GOLDBERG KOHN LTD. GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN | CHICAGO IL | 121 | $131.9M | $172K |
| 6 | STERLING WISCONSIN, LLC STERLING PHARMA SOLUTIONS 401(K) RETIREMENT PLAN | GERMANTOWN WI | 289 | $18.1M | $74K |
| 7 | ORLANDO TELEPHONE COMPANY INC. DBA SUMMIT BROADBAND SUMMIT BROADBAND 401(K) PLAN | ORLANDO FL | 264 | $10.6M | $50K |
| 8 | WESTROCK - PUERTO RICO, INC. WESTROCK COMPANY RETIREMENT SAVINGS PLAN FOR PUERTO RICO EMPLOYEES | ATLANTA GA | 105 | $8.6M | $33K |
| 9 | DOUBLEGATE COUNTRY CLUB LTD DOUBLEGATE COUNTRY CLUB LTD 401(K) PROFIT SHARING PLAN & TRUST | ALBANY GA | 59 | $186K | $3K |
