Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 214 U.S. retirement plans report holding STATE ST S&P MD CP IDX NL J in their Schedule of Assets, totaling $44.7M 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 | SPANX, LLC SPANX, LLC 401K PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 172 | $25.3M | $2.0M |
| 2 | SHIPCO TRANSPORT INC SHIPCO TRANSPORT INC'S 401(K) PLAN | HOBOKEN NJ | 496 | $39.2M | $1.7M |
| 3 | SARSTEDT, INC. SARSTEDT INC. RETIREMENT PLAN |
| 218 |
| $13.2M |
| $1.6M |
| 4 | SIMCO ELECTRONICS SIMCO PROFIT SHARING 401(K) PLAN | SANTA CLARA CA | 320 | $26.8M | $1.5M |
| 5 | MAINSAIL PROPERTY MANAGEMENT, LL MAINSAIL PROPERTY MANAGEMENT 401(K) PLAN | TAMPA FL | 747 | $14.5M | $1.4M |
| 6 | AMAWATERWAYS, LLC AMAWATERWAYS, LLC | CALABASAS CA | 241 | $22.8M | $1.2M |
| 7 | KOVA FERTILIZER KOVA FERTILIZER INC. 401(K) PLAN | GREENSBURG IN | 234 | $13.9M | $1.2M |
| 8 | UNIVERSAL REHAB & FITNESS INST UNIVERSAL INSTITUTE 401(K) PLAN | LIVINGSTON NJ | 669 | $8.6M | $1.1M |
| 9 | CENTURY MOLD CO., INC. CENTURY MOLD CO., INC. SECTION 401(K) PLAN | ROCHESTER NY | 467 | $25.6M | $1.1M |
| 10 | AARON THOMAS COMPANY, INC. AARON THOMAS COMPANY, INC. 401(K) PLAN | GARDEN GROVE CA | 2,191 | $7.9M | $1.1M |
