Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Sm Md Cp Eq Ind K Registered Investment Company in their Schedule of Assets, totaling $547K 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 | CLAYTON FOUNDATION FOR RESEARCH CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K | HOUSTON TX | 40 | $19.5M | $547K |
