Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $32.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: State Street NASDAQ-100 Index NL CL, State Street Nasdaq 100 Index NL CL. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $4.7M |
| 2 | BANK OF MARIN BANK OF MARIN 401(K) PLAN | NOVATO CA | 278 | $46.9M | $4.6M |
| 3 | BANK OF TRAVELERS REST BANK OF TRAVELERS REST EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS) | TRAVELERS REST SC | 162 | $35.6M | $3.9M |
| 4 | MIB GROUP HOLDINGS INC. MIB GROUP HOLDINGS INC. 401(K) RETIREMENT SAVINGS PLAN | BRAINTREE MA | 115 | $64.9M | $2.9M |
| 5 | PLAN PROFESSIONALS, LLC EZCHOICE 401(K) POOLED EMPLOYER PLAN | SHREWSBURY NJ | 898 | $39.9M | $2.4M |
| 6 | RIVERVIEW BANCORP INC. RIVERVIEW BANCORP INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | VANCOUVER WA | 230 | $27.2M | $2.4M |
| 7 | INTEGRATED SPECIALTY COVERAGES, LLC INTEGRATED SPECIALTY COVERAGES, LLC 401(K) PLAN | CARLSBAD CA | 336 | $20.6M | $1.9M |
| 8 | MIDWEST DRYWALL CO., INC. MIDWEST DRYWALL CO., INC. 401(K) PROFIT SHARING PLAN | WICHITA KS | 196 | $10.5M | $1.6M |
| 9 | HOME FEDERAL BANK HOME FEDERAL BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | SHREVEPORT LA | 71 | — | $1.6M |
| 10 | MITY-LITE, INC. MITYLITE, INC. 401(K) PROFIT SHARING PLAN | OREM UT | 366 | $9.5M | $1.2M |
