Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Target Retirement Mutual fund - balanced in their Schedule of Assets, totaling $15K 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 | NATIONAL POOL PARTNERS, INC. NATIONAL POOL PARTNERS RETIREMENT PLAN | TAMPA FL | 497 | $2.1M | $15K |
