Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding State Street Small/Mid Cap Equity Index in their Schedule of Assets, totaling $8.9M 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 | MCLEOD HEALTH MCLEOD HEALTH 401(K) PLAN | FLORENCE SC | 11,131 | $808.7M | $7.2M |
| 2 | NEW FLYER HOLDINGS, INC. NFI GROUP - PARTICIPATING UNION 401(K) PLAN | DES PLAINES IL | 2,524 | $34.5M | $1.4M |
| 3 | NEW FLYER HOLDINGS, INC. NFI GROUP 401(K) PLAN - MCI PEMBINA UNION PLAN |
DES PLAINES IL |
| 101 |
| $14.2M |
| $291K |
| 4 | ROCKY MOUNTAIN UNIVERSITY OF HEALTH PROFESSIONS, INC. ROCKY MOUNTAIN UNIVERSITY OF HEALTH PROFESSIONS 401(K) & PROFIT SHARING PLAN | PROVO UT | 282 | $14.3M | $38K |
| 5 | OMNI FIBER, LLC OMNI FIBER, LLC 401(K) PLAN | MASON OH | 202 | $1.7M | $19K |