Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 69 retirement plans report an interest in this investment, totaling $85.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: State Street Russell LG CP GR IDX, State Street Russell LG CP GR IDX R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PAQ, INC. DBA FOOD 4 LESS FOOD 4 LESS SALARY SAVINGS PLAN | LODI CA | 1,403 | $85.1M | $16.5M |
| 2 | MASTERY LOGISTICS SYSTEMS, INC. MASTERY LOGISTICS SYSTEMS, INC. 401(K) PLAN | LAKE FOREST IL | 490 | $36.5M | $7.7M |
| 3 | FAIRWAY MARKET III FAIRWAY MARKET III 401(K) PROFIT SHARING PLAN | VISALIA CA | 256 | $18.8M | $7.1M |
| 4 | THE WORTHE REAL ESTATE GROUP, INC. THE WORTHE REAL ESTATE GROUP, INC. 401(K) PLAN | SANTA MONICA CA | 97 | $19.7M | $3.8M |
| 5 | THE PRICE COMPANIES, INC. THE PRICE COMPANIES, INC. 401(K) PLAN | MONTICELLO AR | 326 | $19.9M | $3.6M |
| 6 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $3.1M |
| 7 | KENNEDY AUTOMOTIVE GROUP, INC. KENNEDY AUTOMOTIVE GROUP, INC. 401(K) PLAN | FEASTERVILLE PA | 324 | $36.9M | $3.0M |
| 8 | THE DELTA PATHOLOGY GROUP, LLC THE DELTA PATHOLOGY GROUP, LLC 401(K) PLAN | SHREVEPORT LA | 274 | $65.7M | $2.9M |
| 9 | PRIMO MEDICAL GROUP, INC. PRIMO MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | STOUGHTON MA | 378 | $18.5M | $2.7M |
| 10 | MHS LIFT HOLDINGS INC. MHS LIFT HOLDINGS. INC. RETIREMENT SAVINGS PLAN | PENNSAUKEN NJ | 183 | $16.9M | $2.2M |
