Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street State Street Equity 500 Indx K N/A in their Schedule of Assets, totaling $25.8M 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 | FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY DC PLAN | ROCKVILLE MD | 275 | $144.1M | $20.3M |
| 2 | PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PROFIT SHARING PLAN AND TRUST | BELTSVILLE MD | 141 | $51.5M | $5.5M |
