Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding State Street State Street Russell Small/Mid-Cap Index Fund in their Schedule of Assets, totaling $14.1M 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 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER 401(K) PLAN | SPOKANE WA | 838 | $225.8M | $8.7M |
| 2 | CLEARWATER PAPER CORPORATION CLEARWATER PAPER REPRESENTED 401(K) PLAN | SPOKANE WA | 1,447 | $226.0M | $5.1M |
| 3 | TARKETT FINANCE INC. TARKETT RETIREMENT PLAN |
SOLON OH |
| 155 |
| $20.8M |
| $310K |
