Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 56 retirement plans report an interest in this investment, totaling $386.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 16 name variants: State Street Real Asset Non-lending, State Street Real Asset NL Class C, State Street Real Asset NL C, State Street Real Asset NL Fund, State Street Real Asset A, State Street Real Asset Fund, State Street Real Asset NL FD CL A, State Street Real Asset NL Series A, +8 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BD OF TTEES OF ELECTRICAL CONTRACTORS ASSN & LOCAL 134 IBEW JT PEN TST ELECTRICAL CONTRACTORS ASSOCIATION AND LOCAL UNION 134 IBEW JOINT PENSION TRUST OF CHICAGO | ALSIP IL | — | $2.8B | $48.8M |
| 2 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY 401(K) PLAN | MINNEAPOLIS MN | 167,176 | $57.9B | $39.1M |
| 3 | PNC BANK, N.A. COMMON/COLLECTIVE TRUST OF THE NATIONAL FOOTBALL LEAGUE RECIPROCAL TRUST | PITTSBURGH PA | — | $4.2B | $36.9M |
| 4 | TEXTRON, INC. TEXTRON INC RETIREMENT ACCOUNT PLAN | PROVIDENCE RI | 8,937 | $353.3M | $34.6M |
| 5 | HENRY FORD HEALTH SYSTEM HENRY FORD HEALTH SYSTEM RETIREMENT MASTER TRUST | DETROIT MI | — | $380.4M | $34.0M |
| 6 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $21.1M |
| 7 | BOARD OF TRUSTEES OF CALIFORNIA TEACHERS ASSOC EMPLOYEES RETIREMENT CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES RETIREMENT BENEFITS PLAN | PLEASANTON CA | 486 | $422.0M | $19.5M |
| 8 | PWC US GROUP LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PWC | TAMPA FL | — | $5.0B | $19.2M |
| 9 | BETH ISRAEL LAHEY HEALTH, INC. BETH ISRAEL LAHEY HEALTH DEFINED BENEFIT PLAN II | CHARLESTOWN MA | 1,732 | $546.3M | $17.9M |
| 10 | EL PASO ELECTRIC COMPANY RETIREMENT INCOME PLAN FOR EMPLOYEES OF EL PASO ELECTRIC COMPANY | EL PASO TX | 1,156 | $278.2M | $13.9M |
