Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding STATE STREET STATE STREET EQUTY 500 IDX ADM MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $303K 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 | COMSERV INC. COMSERV INC. 403B PLAN | LENOIR NC | 235 | $2.2M | $292K |
| 2 | COMMUNITY HOSPITAL ASSOCIATION INC COMMUNITY HOSPITAL ASSOCIATION INC. 403B PLAN | FAIRFAX MO | 194 | $8.5M | $7K |
| 3 | MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY MONEY PURCHASE PENSION PLAN |
BRYAN TX |
| 151 |
| $4.5M |
| $4K |
