Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding State Street Equity 500 Index Fund Class K - in their Schedule of Assets, totaling $47.5M 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 | SAN DIEGO STATE UNIVERSITY FOUNDATION SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 3,416 | $294.9M | $39.0M |
| 2 | TRONICOM CORPORATION TRONICOM CORPORATION AND SUBSIDIARY RETIREMENT SAVINGS PLAN | SAINT LOUIS MO | 371 | $25.2M | $4.1M |
| 3 | B-STOCK SOLUTIONS, INC. |
SAN MATEO CA |
| 216 |
| $14.0M |
| $2.6M |
| 4 | GOLDFEIN LLC GOLDFEIN LLC 401(K) PROFIT SHARING PLAN & TRUST | ALPHARETTA GA | 495 | $7.6M | $1.4M |
| 5 | BORGER MANAGEMENT INC BORGER MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 177 | $4.8M | $364K |
| 6 | WILSON LOGISTICS, INC. WILSON LOGISTICS, INC. 401(K) PLAN | STRAFFORD MO | 231 | $6.6M | $143K |
