Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding State Street State St S&P 500 Indx SL Cl II in their Schedule of Assets, totaling $43.1M 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 | SPECTRIS, INC. THE SPECTRIS GROUP SAFE HARBOR 401(K) RETIREMENT PLAN | WESTBOROUGH MA | 1,929 | $272.7M | $37.3M |
| 2 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,698 | $581.1M | $4.2M |
| 3 | QUANTUM FUEL SYSTEMS LLC QUANTUM 401(K) PLAN |
LAKE FOREST CA |
| 155 |
| $19.8M |
| $1.5M |