Form 5500 Search

State Street Russell SM CP IDX

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 $13.8M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
48
Reported interest (EOY)
$13.8M
Data source
DOL Form 5500 · Schedule D

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.

Plans holding State Street Russell SM CP IDXranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1STANGENES INDUSTRIES, INC.
STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN
PALO ALTO
CA
160$28.9M$1.5M
2MASTERY LOGISTICS SYSTEMS, INC.
MASTERY LOGISTICS SYSTEMS, INC. 401(K) PLAN
LAKE FOREST
IL
490$36.5M$1.4M
3DAVID&GOLIATH, LLC
DAVID&GOLIATH EMPLOYEES 401K/PROFIT SHARING PLAN
EL SEGUNDO
CA
162$31.3M$1.3M
4HARVEY & MADDING, INC.
HARVEY 401(K) PLAN
DUBLIN
CA
307$22.4M$840K
5CONTINENTAL EXPRESS, INC.
CONTINENTAL EXPRESS, INC. 401 (K) PLAN
SIDNEY
OH
593$13.5M$670K
6HUDDLE HOUSE INC.
HUDDLE HOUSE INC. 401(K) PROFIT SHARING PLAN
SANDY SPRINGS
GA
2,746$23.9M$638K
7EMPLOYERS RESOURCE
EMPLOYERS RESOURCE 401(K) PLAN
SAN MARCOS
CA
920$19.3M$603K
8SOUTHEAST PERSONNEL LEASING, INC.
SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN
HOLIDAY
FL
2,504$46.5M$512K
9THE WORTHE REAL ESTATE GROUP, INC.
THE WORTHE REAL ESTATE GROUP, INC. 401(K) PLAN
SANTA MONICA
CA
97$19.7M$509K
10RESA POWER, LLC
RESA POWER, LLC 401(K) PROFIT SHARING PLAN AND TRUST
HOUSTON
TX
577$36.7M$428K
See all 48 plans holding State Street Russell SM CP IDX
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