Form 5500 Search

State Street Russell SM CAP Index R

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 99 retirement plans report an interest in this investment, totaling $46.3M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
99
Reported interest (EOY)
$46.3M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: State Street Russell SM CAP Index R, State Street Russell SM CAP Index. Counts combine all variants of the same investment.

Plans holding State Street Russell SM CAP Index Rranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1TEXO ABC-AGC, INC.
TEXO MEMBERS 401(K) PLAN
DALLAS
TX
6,383$117.1M$28.9M
2PLAN PROFESSIONALS, LLC
ISOLVED 401-K PLAN
SHREWSBURY
NJ
47,479$465.7M$2.9M
3NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC.
MARINE INDUSTRY RETIREMENT PLAN
CHICAGO
IL
4,068$136.2M$2.1M
4SMARTRONIX, LLC
SMX 401(K) PLAN
HOLLYWOOD
MD
1,333$169.8M$1.5M
5AVMA LIFE TRUST, LLC
AVMA LIFE TRUST, LLC 401(K) PLAN
SCHAUMBURG
IL
3,439$74.7M$1.5M
6PROGRESSIVEHEALTH REHABILITATION, INC
PROGRESSIVEHEALTH 401(K) PLAN
EVANSVILLE
IN
682$34.6M$891K
7GENERAL WHOLESALE COMPANY, INC.
GENERAL WHOLESALE COMPANY, INC. 401(K) PROFIT SHARING PLAN
ATLANTA
GA
560$8.3M$713K
8SURETY HR, INC.
SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN
WESTLAKE
OH
125$13.2M$540K
9PIPELINE HEALTH SYSTEM HOLDINGS, LLC
PIPELINE HEALTH SYSTEM 401(K) PLAN
EL SEGUNDO
CA
1,779$76.0M$481K
10ENERGY MANAGEMENT COLLABORATIVE, LLC
ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN
PLYMOUTH
MN
197$16.4M$450K
See all 99 plans holding State Street Russell SM CAP Index R
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