Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 651 U.S. retirement plans report holding State St Equity 500 Index K in their Schedule of Assets, totaling $552.7M 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 | CELESTICA, LLC CELESTICA 401(K) RETIREMENT PLAN | MERRIMACK NH | 1,082 | $259.7M | $33.6M |
| 2 | FARRELL FRITZ, P.C. FARRELL FRITZ, P.C. 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 155 | $79.6M | $26.5M |
| 3 | AMERICAN ACADEMY OF OPHTHALMOLOGY AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 196 |
| $107.0M |
| $16.0M |
| 4 | AVAAP USA, LLC AVAAP USA, LLC 401K | COLUMBUS OH | 328 | $54.6M | $9.4M |
| 5 | FORGE GLOBAL, INC FORGE GLOBAL 401(K) PLAN | SAN FRANCISCO CA | 290 | $19.1M | $8.8M |
| 6 | BEVERAGE MARKETING USA, INCORPOR ARIZONA ICED TEA 401(K) PLAN | WOODBURY NY | 1,342 | $93.0M | $7.9M |
| 7 | TISHCON CORP. TISHCON CORP. 401(K) PLAN | SALISBURY MD | 322 | $21.6M | $7.2M |
| 8 | APEX SERVICES PARTNERS LLC APEX SERVICE PARTNERS LLC 401(K) PLAN | TAMPA FL | 9,228 | $123.7M | $7.0M |
| 9 | KLICK USA INC. KLICK USA INC. 401K PLAN | NEW YORK NY | 473 | $48.0M | $6.4M |
| 10 | CAMFIL USA, INC. CAMFIL USA, INC. 401(K) PLAN | RIVERDALE NJ | 1,279 | $103.3M | $5.9M |
