Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street State Street Russell Small/Mid Cap Index Series Fund Class II in their Schedule of Assets, totaling $11.9M 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 | BENDIX COMMERCIAL VEHICLE SYSTEMS LLC BENDIX COMMERCIAL VEHICLE SYSTEMS LLC SAVINGS PLAN | AVON OH | 2,205 | $387.5M | $11.9M |
