PlanOptica
SSgA

State Street Equity 500 Index Fund Class I

Ticker SSSWX · Mutual fund · Share class: Class IIndex

Matched by tickerAll State Street (SSgA) fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
2
2 with $250K or more
Dollars held
$17.5M
69,860 of 69,862 plans with fund lines hold none
Median per plan
$17.1M
Share of their fund dollars
15.8%

Other share classes of this fund

13 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
State Street Equity 500 Index Fund Class KSSSYXNot stated245$1.57B
Class I (this page)SSSWXLow cost2$17.5M
Class ASSSVXRetail / revenue sharing13$12.9M
State Street Equity 500 Index Fund Class R SharesSSFRXNot stated5$1.1M

Plans that added or dropped it from 2024 to 2025

Added
1 plan
$380K at year-end 2025
Dropped
1 plan
$1.9M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that added it in 2025 (1 plan)

Plans that dropped it after 2024 (1 plan)

Plans that dropped it after 2024
PlanYear-end value
Nashville Christian Schools, Inc. 401(k) PlanUnder $5M$1.9M

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold State Street Equity 500 Index Fund Class I

The largest 10 plans in each list.

Envision Pharma, Inc. 401(k) Plan$108M plan · Envision Pharma, Inc., CT · Marsh & Mclennan Agency$17.1M
Creole Cuisine Restaurant Concepts 401(k) Plan$3.0M plan · Ammari of Louisiana, LLC, LA · Empower$380K

Plans whose filed schedule lists State Street Equity 500 Index Fund Class I.

How the filings spell it

No other spellings recorded.