Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 41 retirement plans report an interest in this investment, totaling $37.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: State Street Reit Index NL C, State Street Reit Index Non-lending, State Street Reit Index Class II, State Street Reit Index Class A, State Street Reit Index, State Street Reit Index A, State Street Reit Index NL Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ASTELLAS US LLC ASTELLAS US RETIREMENT AND SAVINGS PLAN | NORTHBROOK IL | 3,459 | $1.9B | $16.8M |
| 2 | LEDVANCE LLC LEDVANCE LLC PENSION PLAN | WILMINGTON MA | 121 | $139.1M | $7.0M |
| 3 | PEABODY INVESTMENTS CORP. PEABODY INVESTMENTS CORP. EMPLOYEE RETIREMENT ACCOUNT | ST. LOUIS MO | 3,712 | $864.2M | $4.2M |
| 4 | ENSCO INTERNATIONAL INCORPORATED THE ROWAN PENSION PLAN | HOUSTON TX | 186 | $473.9M | $1.3M |
| 5 | EMPOWER TRUST COMPANY, LLC EMPOWER LIFETIME 2035 INDEX TRUST | GREENWOOD VILLAGE CO | — | $35.2M | $1.0M |
| 6 | EMPOWER TRUST COMPANY, LLC EMPOWER LIFETIME 2045 INDEX TRUST | GREENWOOD VILLAGE CO | — | $33.6M | $1.0M |
| 7 | BANK OF MARIN BANK OF MARIN 401(K) PLAN | NOVATO CA | 278 | $46.9M | $967K |
| 8 | EMPOWER TRUST COMPANY, LLC EMPOWER LIFETIME 2025 INDEX TRUST | GREENWOOD VILLAGE CO | — | $21.7M | $615K |
| 9 | EMPOWER TRUST COMPANY, LLC EMPOWER LIFETIME 2055 INDEX TRUST | GREENWOOD VILLAGE CO | — | $18.0M | $585K |
| 10 | NORTHPOINTE BANK THE NORTHPOINTE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | GRAND RAPIDS MI | 476 | $61.3M | $563K |
