Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding State Street S&P Mid Cap Index Ret Opt - 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HIGHPOINT SOLUTIONS, INC. HIGHPOINT SOLUTIONS, INC. PROFIT SHARING & 401(K) PLAN | SPARTA NJ | 114 | $34.0M | $445K |
| 2 | DAIOHS USA, INC DAIOHS USA, INC 401(K) SAVINGS AND PROFIT SHARING PLAN | OAK BROOK TERRACE IL | 799 | $23.3M | $205K |
| 3 | ROTOLO CONSULTANTS, INC. RCI 401(K) PLAN |
SLIDELL LA |
| 394 |
| $10.4M |
| $199K |
| 4 | BUSINESS INTERACTIONS LLC DBA HARMONY HEALTHCARE IT HARMONY HEALTHCARE IT 401K PLAN | SOUTH BEND IN | 168 | $8.8M | $198K |
| 5 | RHOMBUS SERVICES LLC DBA BRANDPOINT SERVICES BRANDPOINT SERVICES 401(K) PROFIT SHARING PLAN | TROOPER PA | 115 | $6.0M | $120K |
| 6 | PHOTON INFOTECH INC PHOTON INFOTECH 401(K) PROFIT SHARING PLAN | DALLAS TX | 502 | $5.5M | $102K |
| 7 | KENOSHA ACHIEVEMENT CENTER, INC. KENOSHA ACHIEVEMENT CENTER, INC. EMPLOYEES' PROFIT SHARING TRUST | KENOSHA WI | 92 | $4.2M | $89K |
| 8 | CAMBIUM BUSINESS GROUP, INC. DBA FAIRMONT DESIGNS FAIRMONT DESIGNS RETIREMENT PLAN | BUENA PARK CA | 35 | $5.6M | $85K |
| 9 | SONNEN, INC. SONNEN, INC. 401(K) PLAN | STONE MOUNTAIN GA | 106 | $6.2M | $48K |
| 10 | CORNERSTONE PARKING GROUP, INC. CORNERSTONE PARKING GROUP, INC. 401(K) PLAN | EDEN PRAIRIE MN | 319 | $276K | $14K |
