Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SSgA Russell LC Value Index NL SF Fund-Cl C Common/Collective Trust in their Schedule of Assets, totaling $64.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INVESCO HOLDING COMPANY (US), INC. INVESCO 401(K) PLAN | ATLANTA GA | 3,148 | $2.0B | $64.1M |