Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding State Street S&P 500 Index Fund, Class II in their Schedule of Assets, totaling $668.3M 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 | PUBLIX SUPER MARKETS, INC. PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN | LAKELAND FL | 209,120 | $8.1B | $378.0M |
| 2 | KOMATSU MINING CORP. KOMATSU MINING CORP. RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 4,016 | $923.4M | $185.7M |
| 3 | KOMATSU AMERICA CORP KOMATSU AMERICA CORP. SAVINGS PLAN |
CHICAGO IL |
| 3,601 |
| $509.5M |
| $95.8M |
| 4 | KOMATSU AMERICA CORP. KOMATSU AMERICA CORP. TARGET BENEFIT/DEFINED CONTRIBUTION PLAN | CHICAGO IL | 933 | $81.4M | $6.5M |
| 5 | KOMATSU AMERICA CORP. KOMATSU AMERICA CORP. 401(K) DEFERRED SAVINGS PLAN FOR UNION HOURLY EMPLOYEES, PEORIA, ILLINOIS | CHICAGO IL | 489 | $15.5M | $2.3M |
