Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding State Street S&P 500 Index N in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CASE NEW HOLLAND INDUSTRIAL INC. CNH INDUSTRIAL U.S. RETIREE MEDICAL SAVINGS ACCOUNT PLAN | RACINE WI | 516 | $18.1M | $7.1M |
| 2 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $48K |
| 3 | NE 11 HOLDINGS OPCO LLC NE 11 HOLDINGS OPCO LLC 401(K) PLAN |
VALLEY STREAM NY |
| 796 |
| $2.3M |
| $15K |
| 4 | MERCY UNIVERSITY MERCY UNIVERSITY RETIREMENT PLAN | DOBBS FERRY NY | 785 | $121.4M | $14K |
