Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 30 retirement plans report an interest in this investment, totaling $5.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: State Street Russell SM CP GR IDX, State Street Russell SM CP GR IDX R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | REGULUS GROUP, LLC REGULUS 401(K) | WOODSTOCK VA | 241 | $55.2M | $1.1M |
| 2 | BUCKLES-SMITH ELECTRIC CO. BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN | SANTA CLARA CA | 138 | $20.3M | $710K |
| 3 | KIMSTAFFHR, INC KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN | IRVINE CA | 1,154 | $35.0M | $591K |
| 4 | DELTA CONSTRUCTORS, LLC DELTA CONSTRUCTORS, LLC 401(K) PLAN | ANCHORAGE AK | 832 | $19.5M | $545K |
| 5 | VINTNERS DISTRIBUTORS, INC. VINTNERS DISTRIBUTORS, INC. PROFIT SHARING PLAN | FREMONT CA | 655 | $14.5M | $499K |
| 6 | CROWN CRAFTS, INC. CROWN CRAFTS, INC. 401(K) RETIREMENT SAVINGS PLAN | GONZALES LA | 147 | $18.5M | $295K |
| 7 | TECHNICAL CHEMICAL COMPANY TECHNICAL CHEMICAL COMPANY 401(K) RETIREMENT PLAN | CLEBURNE TX | 284 | $10.3M | $259K |
| 8 | ACQUIS CONSULTING GROUP, LLC ACQUIS CONSULTING GROUP, LLC RETIREMENT PLAN | NEW YORK NY | 144 | $25.8M | $218K |
| 9 | HIGHPOINT SOLUTIONS, INC. HIGHPOINT SOLUTIONS, INC. PROFIT SHARING & 401(K) PLAN | SPARTA NJ | 114 | $34.0M | $125K |
| 10 | BRIGHTINSIGHT, INC. BRIGHTINSIGHT, INC. RETIREMENT SAVINGS PLAN | SAN JOSE CA | 57 | $10.7M | $109K |
