Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding STATE ST S&P 500 IDX NLS C in their Schedule of Assets, totaling $3.8M 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 | INDEX EXCHANGE USA, LLC INDEX EXCHANGE USA, LLC 401K PLAN | NEW YORK NY | 133 | $15.7M | $2.5M |
| 2 | SOVEREIGN BRANDS LLC SOVEREIGN BRANDS LLC 401K PLAN | NEW YORK NY | 133 | $7.2M | $1.2M |
| 3 | HUDSON PARTNERSHIP CARE MGMT ORG HUDSON PARTNERSHIP CARE MGMT. 401(K) PROFIT SHARING PLAN |
SECAUCUS NJ |
| 93 |
| $3.4M |
| $95K |
