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 INDEX N in their Schedule of Assets, totaling $3.2M 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 | LANE-VALENTE INDUSTRIES, INC. LANE-VALENTE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRU | SMITHTOWN NY | 355 | $31.5M | $2.0M |
| 2 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $891K |
| 3 | DIGITAL GUARDIAN, INC. |
WALTHAM MA |
| 0 |
| $2.7M |
| $385K |
