Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding State Street Equity 500 Index K # in their Schedule of Assets, totaling $376.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVANT HEALTH, INC. TAX DEFERRED SAVINGS PLAN OF NOVANT HEALTH, INC. | WINSTON-SALEM NC | 41,005 | $2.5B | $258.5M |
| 2 | LA-Z-BOY INCORPORATED LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN | MONROE MI | 6,609 | $351.3M | $51.8M |
| 3 | HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE |
WASHINGTON DC |
| 890 |
| $113.1M |
| $22.5M |
| 4 | DRURY HOTELS COMPANY, LLC DRURY TEAM MEMBER SAVINGS PLAN | ST. LOUIS MO | 5,819 | $117.1M | $15.4M |
| 5 | GREENSPOON MARDER, LLP GREENSPOON MARDER 401(K) PLAN | FT. LAUDERDALE FL | 504 | $89.2M | $12.6M |
| 6 | TRUSTEES - OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST | SUGAR LAND TX | 4,449 | $44.4M | $5.5M |
| 7 | THE LIBERTY COMPANY INSURANCE BROKERS, INC. THE LIBERTY COMPANY 401(K) PLAN | WOODLAND HILLS CA | 767 | $29.9M | $2.2M |
| 8 | PAYLESS SHOESOURCE, LLC PAYLESS 401(K) PROFIT SHARING PLAN | NORTH MIAMI FL | 80 | $66.3M | $2.1M |
| 9 | TEND DENTAL, INC TEND DENTAL, INC 401(K) PLAN | NASHVILLE TN | 700 | $12.4M | $1.5M |
| 10 | SPEAR GROUP, LLC SPEAR GROUP, LLC 401(K) RETIREMENT PLAN AND TRUST | PEACHTREE CORNERS GA | 494 | $14.7M | $779K |
