Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Bank State Street Bank Tr Co Investment Mutual Fund in their Schedule of Assets, totaling $3.7M 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 | SHARP HEALTHCARE SHARPSAVER DEFINED CONTRIBUTION PLAN | SAN DIEGO CA | 20,711 | $1.4B | $3.7M |
