Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding State Street Equity 500 Indx K in their Schedule of Assets, totaling $23.7M 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 | DAVENPORT UNIVERSITY DAVENPORT UNIVERSITY RETIREMENT PLAN | GRAND RAPIDS MI | 1,506 | $164.2M | $18.6M |
| 2 | WARREN WILSON COLLEGE, INC. WARREN WILSON COLLEGE 403(B) DC PLAN | ASHEVILLE NC | 198 | $41.9M | $5.1M |
| 3 | WESTSIDE SCHOOL WESTSIDE SCHOOL 403(B) DC PLAN |
SEATTLE WA |
| 90 |
| $4.6M |
| $8K |
