Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding State St Equity 500 Index K Mutual Fund in their Schedule of Assets, totaling $1.8M 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 | CHEMENCE, INC. CHEMENCE, INC.401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 224 | $5.6M | $973K |
| 2 | ARCHITECTURAL FABRICATION, INC ARCHITECTURAL FABRICATION, INC 401(K) PLAN | FORT WORTH TX | 171 | $3.0M | $565K |
| 3 | TRILOGY MEDWASTE, INC TRILOGY MEDWASTE 401(K) PLAN |
HOUSTON TX |
| 364 |
| $6.3M |
| $276K |
| 4 | CONQUER THE DAY LLC CONQUER THE DAY LLC 401K | LUBBOCK TX | 292 | $1.0M | $20K |
| 5 | CORE DC LLC CORE DC LLC | WASHINGTON DC | 159 | $430K | $11K |
| 6 | TORNADO BUS COMPANY TORNADO AND EL EXPRESO BUS COMPANY 401(K) PLAN | DALLAS TX | 354 | $534K | $2K |