Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Institutional Investment Trust State Street Equity 500 Index Fund K in their Schedule of Assets, totaling $6.4M 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 | PACIFIC RIDGE SCHOOL PACIFIC RIDGE SCHOOL 403(B) DC PLAN | CARLSBAD CA | 133 | $25.8M | $6.4M |
