Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding STATE ST RUSSELL SMCP IDX NL S in their Schedule of Assets, totaling $1.5M 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 | INDEX EXCHANGE USA, LLC INDEX EXCHANGE USA, LLC 401K PLAN | NEW YORK NY | 133 | $15.7M | $390K |
| 2 | ALIGNMENT HEALTHCARE USA, LLC ALIGNMENT HEALTHCARE USA, LLC 401(K) PLAN | ORANGE CA | 1,318 | $59.8M | $340K |
| 3 | ONSITE MAMMOGRAPHY, LLC ONSITE MAMMOGRAPHY LLC 401(K) PLAN |
WESTFIELD MA |
| 457 |
| $13.6M |
| $216K |
| 4 | BARKER MANAGEMENT, INC. BARKER MANAGEMENT, INC. | ANAHEIM CA | 193 | $6.9M | $181K |
| 5 | SITETRACKER, INC. SITETRACKER, INC. 401K PLAN | SAN FRANCISCO CA | 192 | $11.1M | $128K |
| 6 | HUDSON PARTNERSHIP CARE MGMT ORG HUDSON PARTNERSHIP CARE MGMT. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 93 | $3.4M | $93K |
| 7 | PENNY LANE CENTERS PENNY LANE 401(K) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 499 | $21.3M | $93K |
| 8 | GOLUB & COMPANY, LLC GOLUB & COMPANY, LLC 401(K) PLAN | CHICAGO IL | 107 | $19.2M | $51K |
