Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 46 retirement plans report an interest in this investment, totaling $740.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: State ST US BND Indx SL CL XIV, State ST US BND Indx SL CL II, State ST US BND Indx SL CL IVX. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SCHNEIDER ELECTRIC HOLDINGS, INC. SCHNEIDER ELECTRIC 401(K) PLAN | WESTMONT IL | 20,597 | $5.1B | $191.1M |
| 2 | SONOCO PRODUCTS COMPANY SONOCO RETIREMENT & SAVINGS PLAN | HARTSVILLE SC | 11,080 | $1.7B | $116.0M |
| 3 | GLOBAL MEDICAL RESPONSE, INC. GLOBAL MEDICAL RESPONSE, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 30,492 | $1.7B | $71.6M |
| 4 | STEELCASE, INC. STEELCASE INC. RETIREMENT PLAN | GRAND RAPIDS MI | 4,148 | $1.5B | $64.3M |
| 5 | INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW CA | 24,200 | $3.7B | $43.0M |
| 6 | SANTANDER HOLDINGS USA, INC. SANTANDER 401(K) PLAN | WYOMISSING PA | 12,035 | $1.9B | $39.7M |
| 7 | SOLVENTUM CORPORATION SOLVENTUM VOLUNTARY INVESTMENT PLAN | MAPLEWOOD MN | 11,390 | $2.6B | $38.6M |
| 8 | ROPES & GRAY LLP ROPES & GRAY LLP RETIREMENT SAVINGS PLAN | BOSTON MA | 2,706 | $1.4B | $25.4M |
| 9 | ICON CLINICAL RESEARCH, LLC ICON CLINICAL RESEARCH, LLC 401(K) PLAN | BLUE BELL PA | 10,795 | $1.6B | $21.9M |
| 10 | CDK GLOBAL II LLC CDK GLOBAL 401(K) PLAN | AUSTIN TX | 3,154 | $735.5M | $19.2M |
