Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mercer US Small/Mid Cap Stock Index in their Schedule of Assets, totaling $10.0M 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 | SYNAGRO TECHNOLOGIES INC. SYNAGRO TECHNOLOGIES INC. 401(K) PLAN | BALTIMORE MD | 1,041 | $76.7M | $3.3M |
| 2 | LLOYDS BANK CORPORATE MARKETS PLC LLOYDS BANK CORPORATE MARKETS PLC 401(K) PLAN | NEW YORK NY | 210 | $130.2M | $2.9M |
| 3 | PYE-BARKER FIRE & SAFETY, LLC PBFS RETIREMENT PLAN |
ALPHARETTA GA |
| 7,304 |
| $176.9M |
| $2.4M |
| 4 | HEALTHCARE EMPLOYEE SERVICES, LLC / PHYSICAL REHABILITATION NETWORK PRNPT 401(K) PLAN | FRISCO TX | 2,418 | $46.3M | $445K |
| 5 | EXEGY INCORPORATED EXEGY INCORPORATED 401(K) PLAN | ST. LOUIS MO | 116 | $19.3M | $403K |
| 6 | NORTERA FOODS USA INC. NORTERA FOODS USA INC. 401(K) SAVINGS PLAN | ROCHESTER NY | 477 | $21.6M | $241K |
| 7 | PARACO GAS CORPORATION PARACO GAS & AFFILIATES 401(K) SAVINGS AND RETIREMENT PLAN | RYE BROOK NY | 388 | $24.0M | $188K |
| 8 | ST ENGINEERING LEEBOY, INC. ST ENGINEERING LEEBOY 401(K) RETIREMENT SAVINGS PLAN | LINCOLNTON NC | 461 | $26.8M | $94K |
