Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding State Street State Street Equity 500 Index Fund Class K in their Schedule of Assets, totaling $33.6M 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 | UVA COMMUNITY HEALTH UVA COMMUNITY HEALTH RETIREMENT PLAN | MANASSAS VA | 2,961 | $218.7M | $27.5M |
| 2 | UVA COMMUNITY HEALTH UVA COMMUNITY HEALTH RETIREMENT 401(A) PLAN | MANASSAS VA | 1,069 | $45.1M | $4.7M |
| 3 | CANO HEALTH, LLC CANO HEALTH 401(K) PLAN |
MIAMI FL |
| 2,131 |
| $23.6M |
| $1.2M |
| 4 | BANYAN MEDICAL SYSTEMS, INC. BANYAN MEDICAL SYSTEMS, INC. 401(K) PLAN | OMAHA NE | 420 | $2.6M | $133K |
| 5 | ADVANCED CRITICAL CARE EMERGEN ADVANCED CRITICAL CARE EMERGEN 401(K) PROFIT SHARING PLAN & TRUST | ROYAL PALM BEACH FL | 127 | $1.1M | $27K |
