Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SSGA SSGA S&P 500 Index in their Schedule of Assets, totaling $183.4M 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 | CWT US, LLC CWT 401(K) PLAN | MINNETONKA MN | 2,126 | $391.2M | $125.0M |
| 2 | CARLSON, INC. CARLSON 401(K) SAVINGS PLAN | MINNETONKA MN | 113 | $72.1M | $37.9M |
| 3 | BOARD OF TRUSTEES MICHIGAN LABORERS' HEALTH CARE FUND MICHIGAN LABORERS' HEALTH CARE FUND |
| 5,709 |
| $137.5M |
| $20.5M |
