Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding State Street Small/Mid Cap Equity Idx K Mutual fund in their Schedule of Assets, totaling $1.9M 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 | DYMAX CORPORATION DYMAX CORPORATION 401(K) PLAN | TORRINGTON CT | 284 | $27.3M | $633K |
| 2 | MODUSPEC LLC MODUSPEC LLC 401(K) PLAN | HOUSTON TX | 87 | $27.4M | $610K |
| 3 | MORRIS & GARRITANO INSURANCE AGENCY, INC. MORRIS & GARRITANO INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN |
SAN LUIS OBISPO CA |
| 134 |
| $17.3M |
| $323K |
| 4 | SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN | SAN DIEGO CA | 346 | $307.4M | $140K |
| 5 | SMITH DOUGLAS HOLDINGS LLC SMITH DOUGLAS HOMES 401(K) PLAN | WOODSTOCK GA | 453 | $23.7M | $98K |
| 6 | INDUSTRIAL AIR FLOW DYNAMICS, INC. INDUSTRIAL AIR FLOW DYNAMICS, INC. 401(K) PLAN | CLEVELAND TX | 263 | $3.4M | $28K |
| 7 | FENWAL INTERNATIONAL, INC. FENWAL INTERNATIONAL, INC. SAVINGS AND RETIREMENT PLAN | SAN GERMAN PR | 938 | $29.3M | $21K |
