Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding STATE STREET GLOBAL STATE ST RUSSLL SMCAP IDX CL I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.1M 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 | UNIFIED GROUP SERVICES INC. UNIFIED GROUP SERVICES 401K RETIREMENT PLAN | ANDERSON IN | 180 | $7.7M | $293K |
| 2 | POLARIS EPC INC. POLARIS ENGINEERING 401K PLAN | LAKE CHARLES LA | 146 | $10.5M | $282K |
| 3 | WAYNE-METROPOLITAN COMMUNITY ACTION AGENCY WAYNE-METROPOLITAN COMMUNITY ACTION AGENCY 401K PLAN AND TRUST AMENDED AND RESTATED |
DETROIT MI |
| 684 |
| $20.0M |
| $126K |
| 4 | TANDS INC. TANDS INC. & ADOPTING RELATED EMPLOYERS 401K PLAN | KINSTON NC | 5,850 | $3.4M | $118K |
| 5 | PIONEER CONCRETE PUMPING SERVICE INC. PIONEER CONCRETE PUMPING SERVICE INC. 401K PROFIT SHARING PLAN | MABLETON GA | 148 | $3.4M | $78K |
| 6 | PRIORITY PLASTICS INC. PRIORITY PLASTICS INC. 401K PLAN | PORTLAND IN | 205 | $8.2M | $42K |
| 7 | KSM CASTINGS USA INC. KSM CASTINGS USA 401K PLAN | SHELBY NC | 191 | $4.7M | $34K |
| 8 | RESULT ENTERPRISES INC. HIGH TECH FINISHING 401K PLAN | HOUSTON TX | 158 | $9.7M | $33K |
| 9 | THE DETERS COMPANY INC. THE DETERS COMPANY INC. PROFIT SHARING PLAN | BURLINGTON KY | 1,247 | $2.0M | $28K |
| 10 | MICHIGAN COMMUNITY SERVICES INC. MICHIGAN COMMUNITY SERVICES INC. 401K PROFIT-SHARING PLAN | SWARTZ CREEK MI | 561 | $5.6M | $19K |