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 Index Fund " in their Schedule of Assets, totaling $18.6M 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 | SCHINDLER ELEVATOR CORPORATION SCHINDLER ELEVATOR CORPORATION SAVINGS AND INVESTMENT PLAN | MORRISTOWN NJ | 2,362 | $527.8M | $7.6M |
| 2 | ST. AMBROSE UNIVERSITY ST. AMBROSE UNIVERSITY DEFINED CONTRIBUTION PLAN | DAVENPORT IA | 680 | $122.5M | $5.2M |
| 3 | ALFA MUTUAL INSURANCE COMPANY |
MONTGOMERY AL |
| 2,358 |
| $271.9M |
| $4.0M |
| 4 | NEUMANN UNIVERSITY NEUMANN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ASTON PA | 452 | $63.4M | $1.0M |
| 5 | WESTMINSTER SCHOOL WESTMINSTER SCHOOL 403(B) DC PLAN | OKLAHOMA CITY OK | 91 | $13.2M | $511K |
| 6 | AYERS/SAINT/GROSS INC. AYERS/SAINT/GROSS, INC. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 188 | $41.8M | $182K |
| 7 | QMERIT ELECTRIFICATION, LLC QMERIT ELECTRIFICATION, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 401 | $4.6M | $54K |
