Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Spartan Small Cap Index Pool** in their Schedule of Assets, totaling $72.1M 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 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $47.2M |
| 2 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM RETIREMENT PLAN | SAINT CLOUD MN | 11,676 | $1.2B | $15.5M |
| 3 | PENN MUTUAL LIFE INSURANCE COMPANY |
HORSHAM PA |
| 560 |
| $75.1M |
| $8.8M |
| 4 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN | HORSHAM PA | 555 | $84.5M | $580K |
