Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding FID Low-priced ST K6 in their Schedule of Assets, totaling $81.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STATE EMPLOYEES' CREDIT UNION STATE EMPLOYEES' CREDIT UNION RETIREMENT SAVINGS PLAN | RALEIGH NC | 7,935 | $1.6B | $27.0M |
| 2 | INFINEUM USA INC. INFINEUM SAVINGS PLAN | LINDEN NJ | 525 | $386.2M | $13.9M |
| 3 | A.L.M. HOLDING COMPANY SECURITY RETIREMENT PLAN |
ONALASKA WI |
| 866 |
| $327.7M |
| $11.2M |
| 4 | HARBOURVEST PARTNERS, LLC HARBOURVEST PARTNERS, LLC 401(K) PLAN | BOSTON MA | 941 | $225.8M | $10.1M |
| 5 | MATSON, INC. MATSON, INC. MASTER TRUST | WALNUT CREEK CA | — | $392.5M | $6.8M |
| 6 | ANTHOLOGY INC. BLACKBOARD INC. 401(K) PLAN | RESTON VA | 458 | $145.0M | $3.4M |
| 7 | SOUTHERN IONICS INCORPORATED SOUTHERN IONICS INCORPORATED 401(K) PROFIT SHARING PLAN | WEST POINT MS | 346 | $78.1M | $1.8M |
| 8 | GREAT CENTRAL LUMBER COMPANY MILLMAN COMPANIES PROFIT SHARING PLAN | ST. LOUIS MO | 403 | $39.2M | $1.4M |
| 9 | THRALL ENTERPRISES, INC. THRALL ENTERPRISES, INC. EMPLOYEE SAVINGS PLAN | CHICAGO IL | 358 | $79.8M | $1.3M |
| 10 | ALEXANDER & BALDWIN, LLC, SERIES T ALEXANDER & BALDWIN LLC, SERIES T MASTER TRUST | HONOLULU HI | — | $68.6M | $1.2M |
