Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Geode Capital Management Spartan 500 Index Pool in their Schedule of Assets, totaling $376.6M 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 | XYLEM INC. XYLEM INC. RETIREMENT SAVINGS MASTER TRUST | WHITE PLAINS NY | — | $1.8B | $184.4M |
| 2 | XYLEM INC. XYLEM RETIREMENT SAVINGS PLAN | WHITE PLAINS NY | 8,288 | $1.8B | $183.2M |
| 3 | BCS FINANCIAL CORPORATION BCS FINANCIAL CORPORATION TAX-FAVORED SAVINGS PROGRAM |
OAKBOOK TERRACE IL |
| 148 |
| $51.1M |
| $7.9M |
| 4 | XYLEM INC. XYLEM BELL & GOSSETT SAVINGS PLAN FOR HOURLY EMPLOYEES | WHITE PLAINS NY | 288 | $21.6M | $873K |
| 5 | XYLEM INC. XYLEM GOULDS PUMPS RETIREMENT SAVINGS AND INVESTMENT PLAN | WHITE PLAINS NY | 170 | $16.5M | $151K |
| 6 | XYLEM INC. SENSUS USA INC. UNION 401(K) PLAN | WHITE PLAINS NY | 946 | $8.3M | $68K |
