Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding State Street Equity 500 Index Fund - in their Schedule of Assets, totaling $145.8M 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 | SCHINDLER ELEVATOR CORPORATION SCHINDLER ELEVATOR CORPORATION SAVINGS AND INVESTMENT PLAN | MORRISTOWN NJ | 2,362 | $527.8M | $71.0M |
| 2 | 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 |
| 3 | ST. AMBROSE UNIVERSITY |
DAVENPORT IA |
| 680 |
| $122.5M |
| $21.1M |
| 4 | BROADCAST MUSIC, INC. PENSION PLAN FOR EMPLOYEES OF BROADCAST MUSIC INC | NASHVILLE TN | 194 | $202.6M | $9.1M |
| 5 | NEUMANN UNIVERSITY NEUMANN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ASTON PA | 452 | $63.4M | $8.1M |
| 6 | THE LILLY COMPANY THE LILLY COMPANY 401(K) PLAN | MEMPHIS TN | 283 | $24.7M | $2.3M |
| 7 | AYERS/SAINT/GROSS INC. AYERS/SAINT/GROSS, INC. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 188 | $41.8M | $1.8M |
| 8 | U.S. ENDO SS PAYROLL, LLC US ENDO PARTNERS OPCO, LLC 401(K) AND PROFIT SHARING PLAN | IRVING TX | 1,279 | $26.6M | $704K |
| 9 | SCHRADER BRIDGEPORT INTERNATIONAL, INC. SCHRADER BRIDGEPORT INTERNATIONAL, INC. 401(K) PLAN | ALTAVISTA VA | 169 | $23.2M | $463K |
| 10 | THE POLO CLUB OF BOCA RATON, POA, INC. THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 278 | $10.8M | $138K |
