Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SSgA SP 500 Idx Sec Lnd Ser II in their Schedule of Assets, totaling $12.7M 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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC PENSION PLAN | CHARLOTTE NC | 48 | $70.8M | $6.1M |
| 2 | AZURIA WATER SOLUTIONS, INC. AZURIA WATER SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | CHESTERFIELD MO | 2,043 | $189.6M | $4.8M |
| 3 | INDEPENDENT BANK CORPORATION INDEPENDENT BANK CORPORATION 401(K) PLAN |
IONIA MI |
| 822 |
| $97.5M |
| $1.8M |
| 4 | ALLIED SOLUTIONS, LLC ALLIED SOLUTION , LLC | CARMEL IN | 1,591 | $123.2M | $25K |