Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Small-Mid Cap Index Trust Collective Investment Trust in their Schedule of Assets, totaling $4.5M 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 | ZOOX, INC. ZOOX, INC. 401(K) PLAN | FOSTER CITY CA | 2,686 | $222.5M | $4.5M |
