Form 5500 Search

State Street EM IDX SL II FD

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 104 retirement plans report an interest in this investment, totaling $152.0M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
104
Reported interest (EOY)
$152.0M
Data source
DOL Form 5500 · Schedule D

Plans holding State Street EM IDX SL II FDranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1PLAN PROFESSIONALS, LLC
SUCCESSWISE POOLED EMPLOYER PLAN
SHREWSBURY
NJ
69,288$1.5B$77.9M
2CREATIVE PLANNING LLC
CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN
OVERLAND PARK
KS
2,667$371.2M$17.8M
3THE SAVE MART COMPANIES
SAVE MART COMPANIES RETIREMENT SAVINGS PLAN
MODESTO
CA
11,855$993.0M$15.4M
4KAYNE ANDERSON CAPITAL ADVISORS, L.P.
KAYNE ANDERSON CAPITAL ADVISORS 401(K) PLAN
LOS ANGELES
CA
345$140.7M$5.9M
5EVERWISE CREDIT UNION
EVERWISE CREDIT UNION 401(K) PLAN
SOUTH BEND
IN
739$94.1M$3.9M
6DS ADMIRAL BIDCO, LLC DBA TAXWELL
TAXWELL 401(K) PLAN
FRANKLIN
NC
900$78.9M$3.4M
7FAIRBANKS SCALES INC.
FAIRBANKS SCALES INC. 401(K) PLAN
OVERLAND PARK
KS
483$40.3M$2.7M
8QUALITY CARRIERS, INC.
QUALITY CARRIERS, INC. 401(K) PLAN
TAMPA
FL
3,724$52.2M$2.0M
9RM ACQUISITION, LLC
RM ACQUISITION, LLC D/B/A RAND MCNALLY 401(K) RETIREMENT SAVINGS PLAN
BOISE
ID
80$31.5M$1.8M
10PIEPER-OLSON VET HOSPITAL, LLC
PIEPER-OLSON VET HOSPITAL EMPLOYEES PLAN
MIDDLETOWN
CT
989$25.5M$1.7M
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Plans holding State Street EM IDX SL II FD — Form 5500