Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 236 U.S. retirement plans report holding STATE ST S&P 500 IDX IX in their Schedule of Assets, totaling $184.0M 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 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $9.7M |
| 2 | SHIPCO TRANSPORT INC SHIPCO TRANSPORT INC'S 401(K) PLAN | HOBOKEN NJ | 496 | $39.2M | $6.2M |
| 3 | SUNRISE CREDIT SERVICES, INC. SUNRISE CREDIT SERVICES, INC. 401(K) PLAN |
MELVILLE NY |
| 187 |
| $14.1M |
| $5.4M |
| 4 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD CT | 759 | $68.2M | $4.9M |
| 5 | US TECH SOLUTIONS, INC. USTS 401(K) PLAN | JERSEY CITY NJ | 3,278 | $24.9M | $4.8M |
| 6 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $4.4M |
| 7 | SPANX, LLC SPANX, LLC 401K PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 172 | $25.3M | $4.2M |
| 8 | HURRICANE ELECTRIC HURRICANE ELECTRIC 401K PLAN | FREMONT CA | 118 | $14.6M | $3.9M |
| 9 | A.G. SIMPSON USA INC. A.G. SIMPSON (USA) INC. RETIREMENT PLAN | STERLING HEIGHTS MI | 574 | $15.9M | $3.9M |
| 10 | CICON ENGINEERING INC CICON ENGINEERING INC 401K PROFIT SHARING PLAN | VAN NUYS CA | 259 | $15.7M | $3.7M |
