Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Target Rtrmt 2040 K Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | AMERICANTCS FIDUCIARY SERVICES, LLC CFS PEP | PITTSBURGH FL | 436 | $10.8M | $1.5M |
| 2 | APMI, INC. DBA HR STRATEGIES HR STRATEGIES 401(K) PLAN | SUWANEE GA | 1,110 | $33.8M | $194K |
