Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding State Street State Street Aggregate Bond Index K in their Schedule of Assets, totaling $39.8M 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 | BETH ISRAEL LAHEY HEALTH BETH ISRAEL LAHEY 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 39,601 | $3.5B | $21.4M |
| 2 | ATLANTIC HEALTH SYSTEM INC. ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORRISTOWN NJ | 22,873 | $1.3B | $8.7M |
| 3 | THE NEW YORK BLOWER COMPANY |
WILLOWBROOK IL |
| 567 |
| $73.2M |
| $6.1M |
| 4 | THE UNIVERSITY OF TAMPA THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN | TAMPA FL | 1,651 | $226.8M | $1.5M |
| 5 | SOUTHERN REGIONAL EDUCATION BOARD SREB RETIREMENT PLAN | ATLANTA GA | 127 | $51.1M | $854K |
| 6 | BROCK & SCOTT PLLC BROCK & SCOTT PLLC 401K PROFIT SHARING PLAN AND TRUST | WINSTON SALEM NC | 628 | $15.4M | $467K |
| 7 | INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH 401(K) PROFIT SHARING PLAN | PRICE UT | 587 | $36.8M | $425K |
| 8 | MEDCENTRAL HEALTH SYSTEM MEDCENTRAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN | MANSFIELD OH | 1,146 | $100.3M | $100K |
| 9 | ALLIANCE FOR CHILDHOOD DISEASE DBA CURE 4 THE KIDS FOUNDATION CURE 4 THE KIDS FOUNDATION RETIREMENT PLAN | LAS VEGAS NV | 186 | $4.9M | $67K |
| 10 | AMERITEX PIPE & PRODUCTS LLC AMERITEX PIPE & PRODUCTS 401(K) PLAN | SEGUIN TX | 665 | $8.6M | $22K |
