Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding State Street Equity 500 Index Fund - in their Schedule of Assets, totaling $74.9M 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 | ALFA MUTUAL INSURANCE COMPANY SAVINGS AND PROFIT SHARING PLAN AND TRUST AGREEMENT OF ALFA MUTUAL INSURANCE COMPANY | MONTGOMERY AL | 2,358 | $271.9M | $31.0M |
| 2 | ST. AMBROSE UNIVERSITY ST. AMBROSE UNIVERSITY DEFINED CONTRIBUTION PLAN | DAVENPORT IA | 680 | $122.5M | $21.1M |
| 3 | BROADCAST MUSIC, INC. |
NASHVILLE TN |
| 194 |
| $202.6M |
| $9.1M |
| 4 | NEUMANN UNIVERSITY NEUMANN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ASTON PA | 452 | $63.4M | $8.1M |
| 5 | BERNARD EGAN & COMPANY BERNARD EGAN & COMPANY 401(K) PLAN | FORT PIERCE FL | 188 | $23.8M | $2.6M |
| 6 | AYERS/SAINT/GROSS INC. AYERS/SAINT/GROSS, INC. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 188 | $41.8M | $1.8M |
| 7 | U.S. ENDO SS PAYROLL, LLC US ENDO PARTNERS OPCO, LLC 401(K) AND PROFIT SHARING PLAN | IRVING TX | 1,279 | $26.6M | $704K |
| 8 | SCHRADER BRIDGEPORT INTERNATIONAL, INC. SCHRADER BRIDGEPORT INTERNATIONAL, INC. 401(K) PLAN | ALTAVISTA VA | 169 | $23.2M | $463K |
| 9 | CORPNET INCORPORATED CORPNET INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | WESTLAKE VILLAGE CA | 145 | $1.0M | $66K |
| 10 | DESTINY MANAGEMENT SERVICES LL DESTINY MANAGEMENT SERVICES LL 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING MD | 184 | $1.1M | $4K |
