Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4,042 U.S. retirement plans report holding a State Street / SPDR fund in their Schedule of Assets, totaling $297.3B 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 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $7.9B |
| 2 | ABBVIE INC. ABBVIE SAVINGS PLAN | NORTH CHICAGO IL | 28,506 | $13.4B | $7.7B |
| 3 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED |
RAHWAY NJ |
| — |
| $14.6B |
| $7.6B |
| 4 | TARGET CORPORATION TARGET CORPORATION 401(K) MASTER TRUST | BROOKLYN PARK MN | — | $14.2B | $6.8B |
| 5 | INSPERITY HOLDINGS, INC. INSPERITY 401K PLAN | KINGWOOD TX | 177,974 | $9.4B | $6.5B |
| 6 | THE ALLSTATE CORPORATION ALLSTATE 401(K) SAVINGS PLAN | DALLAS TX | 39,454 | $7.6B | $6.2B |
| 7 | STATE STREET CORPORATION STATE STREET SALARY SAVINGS PROGRAM | BOSTON MA | 11,992 | $6.5B | $5.6B |
| 8 | MCKINSEY & COMPANY, INC. MCKINSEY RETIREMENT TRUST | NEW YORK NY | — | $12.2B | $5.6B |
| 9 | PFIZER INC PFIZER SAVINGS PLAN | NEW YORK NY | 29,469 | $22.0B | $5.2B |
| 10 | WALGREEN CO WALGREENS RETIREMENT SAVINGS MASTER TRUST | DEERFIELD IL | — | $14.5B | $5.1B |
