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 Equity 500 Indx K (1) in their Schedule of Assets, totaling $37.7M 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 | UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST. LOUIS UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST. LOUIS DEFINED CONTRIBUTION PLAN | SAINT LOUIS MO | 239 | $69.4M | $12.2M |
| 2 | HERITAGE HALL HERITAGE HALL 403(B) DC AND TDA PLAN | OKLAHOMA CITY OK | 182 | $29.3M | $4.7M |
| 3 | CLARKE UNIVERSITY |
DUBUQUE IA |
| 189 |
| $40.4M |
| $4.5M |
| 4 | DAKOTA WESLEYAN UNIVERSITY DAKOTA WESLEYAN UNIVERSITY DEFINED CONTRIBUTION PLAN | MITCHELL SD | 149 | $19.0M | $3.4M |
| 5 | BRIAR CLIFF UNIVERSITY BRIAR CLIFF UNIVERSITY 403(B) DC PLAN | SIOUX CITY IA | 182 | $28.6M | $3.3M |
| 6 | RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOS RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | HOLTON KS | 166 | $10.8M | $3.1M |
| 7 | WICHITA COLLEGIATE SCHOOL WICHITA COLLEGIATE SCHOOL 403(B) DC PLAN | WICHITA KS | 231 | $21.5M | $2.4M |
| 8 | NINNESCAH VALLEY HEALTH SYSTEMS DBA KINGMAN HEALTHCARE CENTER NINNESCAH VALLEY HEALTH SYSTEMS RETIREMENT PLAN | KINGMAN KS | 85 | $6.2M | $1.2M |
| 9 | JUDSON UNIVERSITY JUDSON UNIVERSITY RETIREMENT PLAN | ELGIN IL | 124 | $17.7M | $1.2M |
| 10 | UNION COMMONWEALTH UNIVERSITY UNION COMMONWEALTH UNIVERSITY RETIREMENT PLAN | BARBOURVILLE KY | 89 | $18.5M | $1.0M |
