Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 48 retirement plans report an interest in this investment, totaling $508.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: State Street US Bond Index Fund, State Street US Bond Index, State Street US Bond Index NL A, State Street US Bond Index Class K, State Street US Bond Index NL CL M, State Street US Bond Index NL, State Street US Bond Index NL K. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $248.3M |
| 2 | AKZO NOBEL, INC. AKZONOBEL RETIREMENT SAVINGS MASTER TRUST | NASHVILLE TN | — | $826.4M | $60.5M |
| 3 | AON CONSULTING, INC. AON POOLED EMPLOYER PLAN | CHICAGO IL | 74,793 | $3.1B | $56.3M |
| 4 | NAPA MANAGEMENT SERVICES CORPORATION NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN | MELVILLE NY | 3,665 | $1.5B | $36.4M |
| 5 | AMERICAN ANESTHESIOLOGY, INC. NAPA - AMERICAN ANESTHESIOLOGY, INC. 401(K) RETIREMENT SAVINGS PLAN | MELVILLE NY | 4,110 | $1.4B | $33.6M |
| 6 | ATRIUS MSO, LLC ATRIUS 401K RETIREMENT SAVINGS PLAN | MINNETONKA MN | 5,536 | $1.6B | $23.2M |
| 7 | ALTA TRUST COMPANY AM1 CORE FIXED INCOME | SIOUX FALLS SD | — | $171.4M | $17.0M |
| 8 | R.T.G. FURNITURE CORP. & AFFILIATES R.T.G. FURNITURE CORP. & AFFILIATES 401(K) PLAN | SEFFNER FL | 9,789 | $319.8M | $12.3M |
| 9 | KOHL'S, INC. KOHL'S CORPORATION KOHLS CORPORATION MASTER TRUST | MENOMONEE FALLS WI | — | $2.2B | $8.1M |
| 10 | CARESTREAM HEALTH, INC. CARESTREAM HEALTH, INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 1,004 | $406.2M | $5.8M |