Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 100 retirement plans report an interest in this investment, totaling $46.3M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TEXO ABC-AGC, INC. TEXO MEMBERS 401(K) PLAN | DALLAS TX | 6,383 | $117.1M | $28.9M |
| 2 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $2.9M |
| 3 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN | CHICAGO IL | 4,068 | $136.2M | $2.1M |
| 4 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $1.5M |
| 5 | AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG IL | 3,439 | $74.7M | $1.5M |
| 6 | PROGRESSIVEHEALTH REHABILITATION, INC PROGRESSIVEHEALTH 401(K) PLAN | EVANSVILLE IN | 682 | $34.6M | $891K |
| 7 | GENERAL WHOLESALE COMPANY, INC. GENERAL WHOLESALE COMPANY, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 560 | $8.3M | $713K |
| 8 | SURETY HR, INC. SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | WESTLAKE OH | 125 | $13.2M | $540K |
| 9 | PIPELINE HEALTH SYSTEM HOLDINGS, LLC PIPELINE HEALTH SYSTEM 401(K) PLAN | EL SEGUNDO CA | 1,779 | $76.0M | $481K |
| 10 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $450K |
