Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 47 retirement plans report an interest in this investment, totaling $13.6M 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 IDX, State Street Russell SM CP IDX R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | STANGENES INDUSTRIES, INC. STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN | PALO ALTO CA | 160 | $28.9M | $1.5M |
| 2 | MASTERY LOGISTICS SYSTEMS, INC. MASTERY LOGISTICS SYSTEMS, INC. 401(K) PLAN | LAKE FOREST IL | 490 | $36.5M | $1.4M |
| 3 | DAVID&GOLIATH, LLC DAVID&GOLIATH EMPLOYEES 401K/PROFIT SHARING PLAN | EL SEGUNDO CA | 162 | $31.3M | $1.3M |
| 4 | HARVEY & MADDING, INC. HARVEY 401(K) PLAN | DUBLIN CA | 307 | $22.4M | $840K |
| 5 | CONTINENTAL EXPRESS, INC. CONTINENTAL EXPRESS, INC. 401 (K) PLAN | SIDNEY OH | 593 | $13.5M | $670K |
| 6 | HUDDLE HOUSE INC. HUDDLE HOUSE INC. 401(K) PROFIT SHARING PLAN | SANDY SPRINGS GA | 2,746 | $23.9M | $638K |
| 7 | EMPLOYERS RESOURCE EMPLOYERS RESOURCE 401(K) PLAN | SAN MARCOS CA | 920 | $19.3M | $603K |
| 8 | SOUTHEAST PERSONNEL LEASING, INC. SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN | HOLIDAY FL | 2,504 | $46.5M | $512K |
| 9 | THE WORTHE REAL ESTATE GROUP, INC. THE WORTHE REAL ESTATE GROUP, INC. 401(K) PLAN | SANTA MONICA CA | 97 | $19.7M | $509K |
| 10 | RESA POWER, LLC RESA POWER, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 577 | $36.7M | $428K |
