Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding STATE ST US BD IDX SEC LS XIV in their Schedule of Assets, totaling $1.1M 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 | ISN SOFTWARE CORPORATION ISN SOFTWARE CORPORATION 401K PLAN | DALLAS TX | 579 | $96.5M | $542K |
| 2 | SALAL CREDIT UNION SALAL CREDIT UNION 401(K) PLAN | SEATTLE WA | 234 | $18.6M | $442K |
| 3 | CPM ACQUISITION CORP. CPM ACQUISITION CORP. 401(K) RETIREMENT PLAN |
WATERLOO IA |
| 756 |
| $96.6M |
| $88K |
| 4 | INDEX EXCHANGE USA, LLC INDEX EXCHANGE USA, LLC 401K PLAN | NEW YORK NY | 133 | $15.7M | $18K |
| 5 | REGALO INTERNATIONAL LLC REGALO INTERNATIONAL LLC 401K PROFIT SHARING PLAN AND TRUST | LONGBOAT KEY FL | 108 | $6.3M | $11K |
| 6 | LEGENDARY SVS, LLC LEGENDARY SVS, LLC 401(K) PLAN | DESTIN FL | 207 | $4.2M | $6K |
| 7 | UNCOMMONGOODS, LLC UNCOMMONGOODS, LLC 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 215 | $13.1M | $2K |
