Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MetLife Stock Index* in their Schedule of Assets, totaling $7.6M 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 | MASS GENERAL BRIGHAM INCORPORATED CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS | SOMERVILLE MA | 76,559 | $14.9B | $5.8M |
| 2 | COMMUNITY HEALTH NETWORK, INC. COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,479 | $164.1M | $969K |
| 3 | TRINITY HEALTH CORPORATION |
LIVONIA MI |
| 668 |
| $403.3M |
| $420K |
| 4 | BOSTON SYMPHONY ORCHESTRA, INC. TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. | BOSTON MA | 202 | $36.9M | $116K |
| 5 | RAINBOW OF CHALLENGES, INC. RAINBOW OF CHALLENGES, INC. RETIREMENT PLAN | HOPE AR | 368 | $4.0M | $108K |
| 6 | NORTHWELL HEALTH, INC. NORTHWELL HEALTH 403(B) PLAN | WESTBURY NY | 49,356 | $10.9B | $91K |
| 7 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $52K |
| 8 | REHABILITATION HOSPITAL OF THE PACIFIC REHABILITATION HOSPITAL OF THE PACIFIC 403B RETIREMENT SAVINGS PLAN | HONOLULU HI | 490 | $55.1M | $34K |
