Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding SSgA Russell Small Mid Cap Index Class II Common Collective Trust in their Schedule of Assets, totaling $17.5M 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 | AG PROCESSING INC THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | OMAHA NE | 1,121 | $187.5M | $7.4M |
| 2 | NEW COOPERATIVE, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FORT DODGE IA | 1,235 | $113.5M | $3.7M |
| 3 | GOLD-EAGLE COOPERATIVE |
EAGLE GROVE IA |
| 290 |
| $39.6M |
| $1.1M |
| 4 | INNOVATIVE AG SERVICES CO. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | MONTICELLO IA | 305 | $38.1M | $1.1M |
| 5 | PRO COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | POCAHONTAS IA | 180 | $16.1M | $719K |
| 6 | FIVE STAR COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | NEW HAMPTON IA | 182 | $14.0M | $649K |
| 7 | RIVER VALLEY COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | ELDRIDGE IA | 404 | $44.3M | $637K |
| 8 | NEXUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | CHARLES CITY IA | 246 | $31.4M | $508K |
| 9 | RAY-CARROLL COUNTY GRAIN GROWERS THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | RICHMOND MO | 135 | $8.8M | $446K |
| 10 | WESTERN CONSOLIDATED CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | HOLLOWAY MN | 65 | $16.9M | $441K |
