Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5,131 U.S. retirement plans report holding a State Street / SPDR fund in their Schedule of Assets, totaling $415.8B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | State Street / SPDR position |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY 401(K) PLAN | MINNEAPOLIS MN | 167,176 | $57.9B | $29.9B |
| 2 | INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK NY | 49,030 | $60.4B | $22.6B |
| 3 | NORTHROP GRUMMAN CORPORATION NG DC MT US EQUITY FUND |
FALLS CHURCH VA |
| — |
| $10.5B |
| $10.5B |
| 4 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $7.9B |
| 5 | ABBVIE INC. ABBVIE SAVINGS PLAN | NORTH CHICAGO IL | 28,506 | $13.4B | $7.7B |
| 6 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY NJ | — | $14.6B | $7.6B |
| 7 | ABBOTT LABORATORIES ABBOTT LABORATORIES STOCK RETIREMENT PLAN | ABBOTT PARK IL | 38,001 | $15.8B | $6.8B |
| 8 | TARGET CORPORATION TARGET CORPORATION 401(K) MASTER TRUST | BROOKLYN PARK MN | — | $14.2B | $6.8B |
| 9 | INSPERITY HOLDINGS, INC. INSPERITY 401K PLAN | KINGWOOD TX | 177,974 | $9.4B | $6.5B |
| 10 | THE ALLSTATE CORPORATION ALLSTATE 401(K) SAVINGS PLAN | DALLAS TX | 39,454 | $7.6B | $6.2B |
