Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Transamerica* State Street S&P Mid Cap Index Retirement Account in their Schedule of Assets, totaling $9.1M 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 | EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON TX | 11,224 | $215.4M | $4.1M |
| 2 | SMART RETIREMENT SOLUTIONS, INC. CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 6,378 | $91.2M | $2.4M |
| 3 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN |
CHICAGO IL |
| 4,068 |
| $136.2M |
| $1.5M |
| 4 | 1 SOURCE BUSINESS SOLUTIONS, LLC 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN | MIDVALE UT | 2,509 | $41.5M | $995K |
| 5 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $85K |
| 6 | CAPITAL HEALTHCARE, PC CAPITAL HEALTHCARE 401(K) PLAN | ALEXANDRIA VA | 108 | $5.9M | $52K |
| 7 | CAPITAL HEALTHCARE MSO, INC. CAPITAL HEALTHCARE MSO, INC. 401(K) PLAN | ALEXANDRIA VA | 188 | $2.0M | $11K |
| 8 | ELEMENTAL MANAGEMENT GROUP, LLC ELEMENTAL MANAGEMENT GROUP, LLC 401(K) PLAN | BALDWINSVILLE NY | 254 | $3.5M | $11K |
