Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding State Street S&P Mid-Cap Index Fund in their Schedule of Assets, totaling $11.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $11.3M |
| 2 | MARQUEZ BROTHERS INTERNATIONAL, INC. MARQUEZ BROTHERS INTERNATIONAL, INC. AND AFFILIATES 401(K) PLAN | SAN JOSE CA | 439 | $14.9M | $259K |
| 3 | HS1 MEDICAL MANAGEMENT, INC. HS1 MEDICAL MANAGEMENT, INC. 401(K) PLAN |
FORT LAUDERDALE FL |
| 346 |
| $21.6M |
| $111K |
| 4 | FIREMENS ASSOCIATION OF THE STATE OF NEW YORK FIREMENS ASSOCIATION OF THE STATE OF NEW YORK 401(K) RETIREMENT PLAN | HUDSON NY | 120 | $4.8M | $69K |
| 5 | QUALEX MANUFACTURING QUALEX MANUFACTURING LLC 401K PROFIT SHARING PLAN | GEORGETOWN KY | 319 | $9.5M | $60K |
| 6 | EPCO, LLC EPCO, LLC 401K PLAN | SOUTH PORTLAND ME | 112 | $3.2M | $58K |
