Form 5500 Search

State Street Russell SM CAP VAL IND

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 48 retirement plans report an interest in this investment, totaling $14.7M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
48
Reported interest (EOY)
$14.7M
Data source
DOL Form 5500 · Schedule D

Plans holding State Street Russell SM CAP VAL INDranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1EMPLOYER FLEXIBLE
EMPLOYER FLEXIBLE 401(K) PLAN
HOUSTON
TX
11,224$215.4M$2.3M
2PLAN PROFESSIONALS, LLC
AGC SELECT 401(K) PEP
SHREWSBURY
NJ
15,566$610.5M$2.3M
3SMARTRONIX, LLC
SMX 401(K) PLAN
HOLLYWOOD
MD
1,333$169.8M$2.3M
4HOUSTON CHAPTER AGC/LOUISIANA AGC
AGC SOUTHWEST CHAPTERS 401(K) PLAN
HOUSTON
TX
14,004$526.8M$2.0M
5THE BRITISH EMBASSY
THE BRITISH EMBASSY 401(K) PLAN
WASHINGTON
DC
517$46.5M$644K
6KERN, INC.
KERN, INC. 401(K) PLAN
GROVE CITY
OH
137$14.8M$631K
71 SOURCE BUSINESS SOLUTIONS, LLC
1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN
MIDVALE
UT
2,509$41.5M$418K
8SURETY HR, INC.
SPOONER RISK CONTROL SERVICES, INC. MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN
WESTLAKE
OH
125$13.2M$376K
9DAVE ARBOGAST GROUP, INC.
DAVE ARBOGAST GROUP, INC. 401(K) PLAN
TROY
OH
146$5.2M$352K
10ALLPRO CORPORATION
ALLPRO CORPORATION 401(K) RETIREMENT PLAN
TAMPA
FL
1,398$28.8M$337K
See all 48 plans holding State Street Russell SM CAP VAL IND
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Plans holding State Street Russell SM CAP VAL IND — Form 5500