Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Bank and Trust Russel Small-Mid Cap Index Fund in their Schedule of Assets, totaling $34.5M 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 | DPWN HOLDINGS USA, INC. DHL RETIREMENT SAVINGS PLAN | WESTON FL | 10,309 | $1.4B | $34.5M |
