Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding State Street Aggregate Bond Index Fund Class K Mutual Fund in their Schedule of Assets, totaling $7.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER NY | 621,703 | $1.8B | $6.1M |
| 2 | ENTERPRISE FINANCIAL SERVICES CORP EFSC INCENTIVE SAVINGS PLAN | CLAYTON MO | 1,251 | $189.2M | $780K |
| 3 | SUN CITY PALM SPRINGS COMMUNIT SUN CITY PALM SPRINGS COMMUNIT 401(K) PROFIT SHARING PLAN & TRUST |
PALM DESERT CA |
| 169 |
| $4.6M |
| $94K |
| 4 | MERIDIAN MANAGEMENT SERVICES L MERIDIAN MANAGEMENT SERVICES L 401(K) PROFIT SHARING PLAN & TRUST | BREA CA | 1,116 | $2.2M | $44K |
| 5 | SUNQUEST PROPERTIES, INC SUNQUEST PROPERTIES, INC. 401(K) PROFIT SHARING PL | MONROE LA | 59 | $125K | $4K |
