Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding State Street Global Advisors in their Schedule of Assets, totaling $1.6B 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 | YUM BRANDS, INC. YUM BRANDS 401K PLAN | LOUISVILLE KY | 22,667 | $989.8M | $775.3M |
| 2 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED BENEFIT MASTER TRUST | HOUSTON TX | — | $1.3B | $260.4M |
| 3 | SIEMENS GAMESA RENEWABLE ENERGY, INC. SIEMENS GAMESA RENEWABLE ENERGY, INC. SAVINGS PLAN |
ORLANDO FL |
| 1,915 |
| $296.4M |
| $233.4M |
| 4 | LEHIGH VALLEY HEALTH NETWORK, INC. LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN | ALLENTOWN PA | 3,049 | $1.1B | $141.8M |
| 5 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $67.4M |
| 6 | GREAT RIVER MEDICAL CENTER SOUTHEAST IOWA REGIONAL MEDICAL CENTER 403(B) | WEST BURLINGTON IA | 221 | $85.7M | $50.6M |
| 7 | PENN HIGHLANDS HEALTHCARE PHH PENSION PLAN | DUBOIS PA | 423 | $70.5M | $30.8M |
| 8 | PDV MIDWEST REFINING L.L.C. UNO-VEN RETIREMENT PLAN | HOUSTON TX | 26 | $26.3M | $15.7M |
| 9 | AVERITT EXPRESS, INC. AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN | COOKEVILLE TN | 8,187 | $775.2M | $12.0M |
| 10 | NEW VISION CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BREWSTER MN | 180 | $16.2M | $5.7M |
