Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding STATE ST S&P MD CP IDX NL C in their Schedule of Assets, totaling $2.7M 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 | ALIGNMENT HEALTHCARE USA, LLC ALIGNMENT HEALTHCARE USA, LLC 401(K) PLAN | ORANGE CA | 1,318 | $59.8M | $1.2M |
| 2 | INDEX EXCHANGE USA, LLC INDEX EXCHANGE USA, LLC 401K PLAN | NEW YORK NY | 133 | $15.7M | $415K |
| 3 | PREMIER PERFORMANCE, LLC PREMIER PERFORMANCE, LLC 401(K) PLAN |
DENVER CO |
| 258 |
| $7.3M |
| $223K |
| 4 | BARKER MANAGEMENT, INC. BARKER MANAGEMENT, INC. | ANAHEIM CA | 193 | $6.9M | $213K |
| 5 | PENNY LANE CENTERS PENNY LANE 401(K) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 499 | $21.3M | $157K |
| 6 | LEGENDARY SVS, LLC LEGENDARY SVS, LLC 401(K) PLAN | DESTIN FL | 207 | $4.2M | $149K |
| 7 | GOLUB & COMPANY, LLC GOLUB & COMPANY, LLC 401(K) PLAN | CHICAGO IL | 107 | $19.2M | $146K |
| 8 | HUDSON PARTNERSHIP CARE MGMT ORG HUDSON PARTNERSHIP CARE MGMT. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 93 | $3.4M | $107K |
| 9 | UNCOMMONGOODS, LLC UNCOMMONGOODS, LLC 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 215 | $13.1M | $54K |
| 10 | SOVEREIGN BRANDS LLC SOVEREIGN BRANDS LLC 401K PLAN | NEW YORK NY | 133 | $7.2M | $45K |
