Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding State Street Bank and Trust Company in their Schedule of Assets, totaling $35.5M 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 | AVERITT EXPRESS, INC. AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN | COOKEVILLE TN | 8,187 | $775.2M | $19.9M |
| 2 | KENDELL DOORS & HARDWARE, LLC KENDELL 401(K) PLAN | MENDOTA HEIGHTS MN | 213 | $15.9M | $14.7M |
| 3 | SWANK MOTION PICTURES, INC. SWANK MOTION PICTURES, INC. EMPLOYEE PROFIT SHARING 401(K) PLAN |
SAINT LOUIS MO |
| 174 |
| $33.2M |
| $543K |
| 4 | SUNSWEET GROWER'S INC. SUNSWEET HOURLY PENSION PLAN | YUBA CITY CA | 16 | $5.9M | $340K |
