Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding State Street U.S. Bond Index in their Schedule of Assets, totaling $41.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACUITY BRANDS, INC. ACUITY BRANDS, INC. DC MASTER TRUST | ATLANTA GA | — | $546.7M | $14.6M |
| 2 | MERCEDES-BENZ USA, LLC MERCEDES-BENZ USA, LLC EMPLOYEES' RETIREMENT SAVINGS PLAN | SANDY SPRINGS GA | 3,490 | $984.3M | $13.9M |
| 3 | DAYTON CHILDREN'S HOSPITAL DAYTON CHILDREN'S HOSPITAL 401(K) PLAN |
DAYTON OH |
| 4,346 |
| $352.3M |
| $3.6M |
| 4 | CRACKER BARREL OLD COUNTRY STORE, INC. CRACKER BARREL OLD COUNTRY STORE, INC. AND AFFILIATES EMPLOYEE SAVINGS PLAN | LEBANON TN | 55,974 | $225.3M | $2.7M |
| 5 | RIVIERA FINANCE, LLC RIVIERA FINANCE, LLC 401(K) PLAN | REDONDO BEACH CA | 122 | $30.1M | $2.3M |
| 6 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $1.2M |
| 7 | UNION UNDERWEAR COMPANY, INC FRUIT OF THE LOOM 401(K) RETIREMENT SAVINGS PLAN | BOWLING GREEN KY | 1,232 | $258.1M | $982K |
| 8 | ARCHER TECHNOLOGIES LLC ARCHER RETIREMENT PLAN | OVERLAND PARK KS | 380 | $65.4M | $964K |
| 9 | OCEAN BANK OCEAN BANK 401(K) SAVINGS PLAN | MIAMI FL | 672 | $107.4M | $920K |
| 10 | ALEX LEE, INC. ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN | HICKORY NC | 10,743 | $323.1M | $306K |
