Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding SS SM M CAPEQTY IDX K in their Schedule of Assets, totaling $5.8M 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 | CELESTICA, LLC CELESTICA 401(K) RETIREMENT PLAN | MERRIMACK NH | 1,082 | $259.7M | $4.5M |
| 2 | QUANTINUUM LLC QUANTINUUM LLC401(K) PLAN | BROOMFIELD CO | 341 | $21.9M | $564K |
| 3 | NARDA HOLDINGS INC. NARDA-MITEQ 401(K) PLAN | HAUPPAUGE NY |
| 242 |
| $14.0M |
| $471K |
| 4 | CEDAR CREST NURSING CENTRE, INC. CEDAR CREST NURSING CENTRE, INC. 401(K) PROFIT SHARING PLAN | CRANSTON RI | 172 | $8.3M | $135K |
| 5 | OPERATION HOPE, INC. OPERATION HOPE 401(K) PLAN | ATLANTA GA | 350 | $8.8M | $69K |
