Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding State Street Russell Lg Cap Gr Index Ret Acct Mutual Fund in their Schedule of Assets, totaling $756K 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 | SURETY HR, INC. SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | WESTLAKE OH | 125 | $13.2M | $727K |
| 2 | LOCAL 360 401(K) AND SEVERANCE PLAN LOCAL 360 401(K) AND SEVERANCE PLAN | PINE BROOK NJ | 1,641 | $11.6M | $30K |
