Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Transamerica Life Ins Co State Street Russell Sm cp Idx Opt in their Schedule of Assets, totaling $5.7M 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 | THE DELTA PATHOLOGY GROUP, LLC THE DELTA PATHOLOGY GROUP, LLC 401(K) PLAN | SHREVEPORT LA | 274 | $65.7M | $1.7M |
| 2 | MODERN HR, INC. THE CONNECTME 401(K) PLAN | BURBANK CA | 12,573 | $108.1M | $1.3M |
| 3 | NRG MEDIA, LLC NRG MEDIA, LLC 401(K) PLAN |
HIAWATHA IA |
| 191 |
| $12.3M |
| $707K |
| 4 | OOMA, INC. OOMA, INC. 401(K) PLAN | SUNNYVALE CA | 459 | $46.0M | $356K |
| 5 | BRIGHTINSIGHT, INC. BRIGHTINSIGHT, INC. RETIREMENT SAVINGS PLAN | SAN JOSE CA | 57 | $10.7M | $338K |
| 6 | DESIGN READY CONTROLS, INC. DESIGN READY CONTROLS, INC. 401(K) PLAN | BROOKLYN PARK MN | 470 | $15.1M | $296K |
| 7 | DELAWARE CLAIMS PROCESSING FACILITY, LLC. DELAWARE CLAIMS PROCESSING FACILITY, LLC. 401K PLAN | WILMINGTON DE | 230 | $35.6M | $269K |
| 8 | HUALALAI INVESTORS, LLC HUALALAI INVESTORS 401(K) PLAN | KAILUA-KONA HI | 11 | $17.3M | $263K |
| 9 | IRI CONSULTANTS, INC. THE TRUSTEES OF IRI CONSULTANTS, INC. RETIREMENT PLAN | TROY MI | 137 | $11.5M | $192K |
| 10 | CALIFORNIA BOX COMPANY CALIFORNIA BOX COMPANY 401K PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 404 | $7.4M | $127K |
