Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding State Street State Street Aggrgte Bnd Idx K - in their Schedule of Assets, totaling $27.8M 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 | ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA NY | 1,595 | $635.3M | $17.3M |
| 2 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD VT | 1,016 | $175.8M | $3.3M |
| 3 | SOCIETY OF ACTUARIES RESEARCH INSTITUTE SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN |
CHICAGO IL |
| 155 |
| $67.2M |
| $2.8M |
| 4 | AUGSBURG UNIVERSITY AUGSBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 705 | $149.4M | $2.2M |
| 5 | QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN | CHARLOTTE NC | 328 | $66.8M | $1.4M |
| 6 | NATIONAL FOUNDATION FOR THE CDC, INC. NAT'L FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL/PREVENTION INC DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 1,027 | $68.1M | $344K |
| 7 | NEWMAN UNIVERSITY NEWMAN UNIVERSITY DC PLAN | WICHITA KS | 156 | $25.4M | $264K |
| 8 | COTTEY COLLEGE COTTEY COLLEGE DC RETIREMENT PLAN | NEVADA MO | 238 | $31.8M | $94K |
| 9 | THE ARTHRITIS FOUNDATION, INC. ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 228 | $36.6M | $39K |
| 10 | MCCARTER THEATRE COMPANY MCCARTER THEATRE RETIREMENT PLAN | PRINCETON NJ | 88 | $17.7M | $28K |
