Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding State Street S&P Mid Cap Index Ret Opt Pooled separate account in their Schedule of Assets, totaling $5.0M 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 | NOVARAD CORPORATION NOVARAD 401(K) PLAN | PROVO UT | 166 | $10.4M | $891K |
| 2 | NAUTILUS INTERNATIONAL HOLDING CORP NAUTILUS INTERNATIONAL HOLDING CORPORATION PENSION PLAN | LONG BEACH CA | 8 | $31.1M | $829K |
| 3 | OOMA, INC. OOMA, INC. 401(K) PLAN |
SUNNYVALE CA |
| 459 |
| $46.0M |
| $666K |
| 4 | MCDOUGALL AND SONS, INC. MCDOUGALL AND SONS, INC. RETIREMENT PLAN | WENATCHEE WA | 866 | $29.3M | $582K |
| 5 | AIR GROUP, LLC AIR GROUP, LLC 401(K) PROFIT SHARING PLAN | WHIPPANY NJ | 532 | $38.2M | $348K |
| 6 | RELEX SOLUTIONS, INC. RELEX SOLUTIONS, INC. 401(K) PLAN | ATLANTA GA | 292 | $14.2M | $336K |
| 7 | REDBARN PET PRODUCTS, LLC REDBARN PET PRODUCTS 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 223 | $7.5M | $237K |
| 8 | ALBERTELLI LAW ALBERTELLI LAW 401(K) PLAN | TAMPA FL | 188 | $7.3M | $205K |
| 9 | GORILLA CIRCUITS GORILLA CIRCUITS 401(K) PLAN | SAN JOSE CA | 279 | $16.2M | $200K |
| 10 | VOXTUR ANALYTICS US CORP. VOXTUR ANALYTICS US CORP. 401(K) PLAN | TAMPA FL | 90 | $8.2M | $178K |
