Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 98 retirement plans report an interest in this investment, totaling $16.2B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 16 name variants: State Street S&P 500 Index Fund, State Street S&P 500 Index K, State Street S&P 500 Index, State Street S&P 500 Index NL A, State Street S&P 500 Index NL K, State Street S&P 500 Index Class II, State Street S&P 500 Index C Fund, State Street S&P 500 Index Fund K, +8 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY 401(K) PLAN | MINNEAPOLIS MN | 167,176 | $57.9B | $8.0B |
| 2 | GENERAL MOTORS LLC GENERAL MOTORS SAVINGS PLAN MASTER TRUST | DETROIT MI | — | $32.4B | $4.0B |
| 3 | BEST BUY ENTERPRISE SERVICES, INC. BEST BUY RETIREMENT SAVINGS PLAN | RICHFIELD MN | 83,696 | $3.1B | $860.5M |
| 4 | PUBLIX SUPER MARKETS, INC. PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN | LAKELAND FL | 209,120 | $8.1B | $378.0M |
| 5 | VALERO ENERGY CORPORATION VALERO ENERGY CORPORATION THRIFT PLAN | SAN ANTONIO TX | 7,722 | $3.4B | $346.0M |
| 6 | GARMIN INTERNATIONAL, INC. GARMIN INTERNATIONAL, INC. RETIREMENT PLAN | OLATHE KS | 7,390 | $2.2B | $311.0M |
| 7 | ARCADIS U.S., INC. ARCADIS U.S., INC. RETIREMENT SAVINGS PLAN | HIGHLANDS RANCH CO | 7,359 | $2.3B | $297.2M |
| 8 | PORTLAND GENERAL ELECTRIC COMPANY PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN | PORTLAND OR | 2,868 | $1.2B | $278.0M |
| 9 | NAPA MANAGEMENT SERVICES CORPORATION NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN | MELVILLE NY | 3,665 | $1.5B | $263.7M |
| 10 | AMERICAN ANESTHESIOLOGY, INC. NAPA - AMERICAN ANESTHESIOLOGY, INC. 401(K) RETIREMENT SAVINGS PLAN | MELVILLE NY | 4,110 | $1.4B | $230.1M |
