Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 90 retirement plans report an interest in this investment, totaling $33.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: State Street S&P 500 Index Class II, State Street S&P 500 Index Class I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CARESTREAM HEALTH, INC. CARESTREAM HEALTH, INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 1,004 | $406.2M | $42.3M |
| 2 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $4.1M |
| 3 | AZZUR GROUP, LLC AZZUR GROUP, LLC 401(K) PLAN | HATBORO PA | 363 | $22.1M | $3.9M |
| 4 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $2.8M |
| 5 | PETMED EXPRESS, INC. PETMED EXPRESS, INC. 401(K) PLAN | DELRAY BEACH FL | 144 | $8.9M | $2.1M |
| 6 | MADISON SERVICES GROUP, LLC MADISON SERVICES GROUP, LLC 401(K) PLAN | ATLANTA GA | 3,415 | $19.2M | $1.9M |
| 7 | LUMINA SOLAR, INC. LUMINA SOLAR 401(K) PLAN | BALTIMORE MD | 135 | $4.3M | $1.6M |
| 8 | LOVE AUTO GROUP LOVE AUTO GROUP 401(K) PLAN | COLUMBIA SC | 142 | $8.8M | $1.2M |
| 9 | G L MEZZETTA, INC G L MEZZETTA, INC. 401(K) SAVINGS PLAN | AMERICAN CANYON CA | 219 | $11.9M | $1.2M |
| 10 | RESORT GROUP, LLC RESORT GROUP SAVINGS PLAN | STEAMBOAT SPRINGS CO | 161 | $6.6M | $1.1M |
