State Street S&P 500 Index Class II
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 91 retirement plans report an interest in this investment, totaling $30.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
91
Reported interest (EOY)
$30.6M
Data source
DOL Form 5500 · Schedule D
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.
Plans holding State Street S&P 500 Index Class IIranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CARESTREAM HEALTH, INC. RETIREMENT SAVIN CARESTREAM HEALTH, INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 922 | $403.3M | $43.1M |
| 2 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $4.1M |
| 3 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $2.8M |
| 4 | PETMED EXPRESS, INC. PETMED EXPRESS, INC. 401(K) PLAN | DELRAY BEACH FL | 144 | $8.9M | $2.1M |
| 5 | AZZUR GROUP, LLC AZZUR GROUP, LLC 401(K) PLAN | HATBORO PA | 234 | $15.8M | $1.9M |
| 6 | MADISON SERVICES GROUP, LLC MADISON SERVICES GROUP, LLC 401(K) PLAN | ATLANTA GA | 3,415 | $19.2M | $1.9M |
| 7 | LOVE AUTO GROUP LOVE AUTO GROUP 401(K) PLAN | COLUMBIA SC | 142 | $8.8M | $1.2M |
| 8 | G L MEZZETTA, INC G L MEZZETTA, INC. 401(K) SAVINGS PLAN | AMERICAN CANYON CA | 219 | $11.9M | $1.2M |
| 9 | RESORT GROUP, LLC RESORT GROUP SAVINGS PLAN | STEAMBOAT SPRINGS CO | 161 | $6.6M | $1.1M |
| 10 | SOUTHERN MANAGEMENT CORPORATION SOUTHERN MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,316 | $25.6M | $1.1M |
See all 91 plans holding State Street S&P 500 Index Class II
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