Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding State Street State Street Equity 500 Index K in their Schedule of Assets, totaling $9.6M 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 | BRASADA FORD, LTD. DBA NORTHSIDE NORTHSIDE AUTO GROUP RETIREMENT INVESTMENT PLAN | SAN ANTONIO TX | 421 | $25.6M | $2.7M |
| 2 | THE UNIVERSITY OF TAMPA THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN | TAMPA FL | 1,651 | $226.8M | $2.4M |
| 3 | BROCK & SCOTT PLLC |
WINSTON SALEM NC |
| 628 |
| $15.4M |
| $2.2M |
| 4 | DELTA DENTAL OF COLORADO DELTA DENTAL OF COLORADO SAVINGS AND RETIREMENT PLAN | CENTENNIAL CO | 233 | $29.3M | $1.9M |
| 5 | NEWPORT GROUP, INC. RFG POOLED EMPLOYER PLAN | FOLSOM CA | 273 | $9.6M | $331K |
| 6 | UMATILLA-MORROW HEAD START, INC. UMATILLA-MORROW HEAD START, INC. 403(B) PLAN | HERMISTON OR | 208 | $6.2M | $53K |
| 7 | CARE FOR U PLUS LLC CARE FOR U PLUS 401(K) PLAN | LAWRENCE TOWNSHIP NJ | 405 | $2.1M | $8K |
