Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding State Street in their Schedule of Assets, totaling $4.6B 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 | PRICEWATERHOUSECOOPERS LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP | TAMPA FL | 50,893 | $9.1B | $3.1B |
| 2 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $411.4M |
| 3 | PWC US GROUP LLP |
TAMPA FL |
| 5,001 |
| $1.9B |
| $377.2M |
| 4 | PRICEWATERHOUSECOOPERS LLP RETIREMENT BENEFIT ACCUMULATION PLAN FOR EMPLOYEES OF PWC LLP | TAMPA FL | 5,514 | $1.9B | $269.8M |
| 5 | BEN E. KEITH COMPANY RETIREMENT PLAN FOR EMPLOYEES OF BEN E. KEITH COMPANY AND ITS AFFILIATES | FORT WORTH TX | 2,494 | $434.7M | $89.2M |
| 6 | VITAS HEALTHCARE CORPORATION VITAS HEALTHCARE CORPORATION 401(K) PLAN | MIAMI FL | 10,878 | $492.6M | $76.3M |
| 7 | WELLESLEY COLLEGE WELLESLEY COLL PENSION PLN FOR CLASSIFIED OFC AND SVC EES | WELLESLEY MA | 116 | $67.0M | $65.9M |
| 8 | SECURITAS SECURITY SERVICES USA, IN SECURITAS SECURITY SERVICES USA INCENTIVE SAVINGS AND RETIREMENT PLAN | WESTLAKE VILLAGE CA | 76,740 | $519.2M | $56.5M |
| 9 | GROW FINANCIAL FEDERAL CREDIT UNION GROW FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | TAMPA FL | 601 | $70.6M | $41.4M |
| 10 | IMERYS USA INC. IMERYS 401(K) PLAN FOR BARGAINING EMPLOYEES | ROSWELL GA | 617 | $49.9M | $29.5M |
