Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Transamerica Financial Life Ins Co State Street Russell Sm cp Val Idx in their Schedule of Assets, totaling $1.3M 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 | DELTA CONSTRUCTORS, LLC DELTA CONSTRUCTORS, LLC 401(K) PLAN | ANCHORAGE AK | 832 | $19.5M | $874K |
| 2 | INTELLIPRO SERVICE INC INTELLIPRO SERVICE MEP | SAN JOSE CA | 419 | $10.1M | $173K |
| 3 | STANGENES INDUSTRIES, INC. STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN |
PALO ALTO CA |
| 160 |
| $28.9M |
| $136K |
| 4 | CARE MANAGEMENT, INC CARE MANAGEMENT, INC. 401(K) PLAN | BROOKLYN NY | 704 | $21.8M | $129K |
| 5 | UNISOURCE SOLUTIONS, INC. UNISOURCE SOLUTIONS, INC. 401(K) PLAN | PICO RIVERA CA | 100 | $8.9M | $26K |
| 6 | AMERICARE, INC. AMERICARE, INC. 401(K) PLAN | BROOKLYN NY | 3,731 | $5.4M | $8K |
