Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding State Street Equity 500 Index in their Schedule of Assets, totaling $4.1M 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 | WESTMINSTER SCHOOL WESTMINSTER SCHOOL 403(B) DC PLAN | OKLAHOMA CITY OK | 91 | $13.2M | $2.0M |
| 2 | CORPORATE SUPPORT & FULFILLMENT LLC RTIC OUTDOORS 401(K) PLAN | KATY TX | 173 | $4.1M | $1.4M |
| 3 | CHATTANOOGA CHRISTIAN SCHOOL, INC. CHATTANOOGA CHRISTIAN SCHOOL 403(B) PLAN |
CHATTANOOGA TN |
| 220 |
| $8.6M |
| $619K |
| 4 | TRINITY SERVICES INC. TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLAN | NEW LENOX IL | 863 | $20.2M | $71K |
| 5 | PROVIDENCE ACADEMY PROVIDENCE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | PLYMOUTH MN | 134 | $22.2M | $9K |
