Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $3.9M 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 RT, State Street Russell SM CP IDX RT A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MY HR PROS MY HR PROS 401(K) PLAN | VAN BUREN AR | 4,608 | $79.6M | $1.1M |
| 2 | RIVIERA FINANCE, LLC RIVIERA FINANCE, LLC 401(K) PLAN | REDONDO BEACH CA | 122 | $30.1M | $495K |
| 3 | BUCKLES-SMITH ELECTRIC CO. BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN | SANTA CLARA CA | 138 | $20.3M | $452K |
| 4 | SQUARE ENIX, INC. SQUARE ENIX, INC. 401(K) PLAN | EL SEGUNDO CA | 271 | $30.1M | $429K |
| 5 | WILLOWBROOK FORD, INC. WILLOWBROOK FORD, INC. 401(K) PLAN | WILLOWBROOK IL | 164 | $10.4M | $241K |
| 6 | QUAD PLUS LLC QUAD PLUS LLC PROFIT SHARING PLAN | NEW LENOX IL | 250 | $28.1M | $228K |
| 7 | THE PARTNER COMPANIES LLC THE PARTNER COMPANIES MEP | CHICAGO IL | 408 | $18.1M | $222K |
| 8 | CENTRAL STAFF SERVICES, INC. CENTRAL STAFF SERVICES, INC. 401(K) SAVINGS PLAN | MOUNT SINAI NY | 123 | $7.7M | $191K |
| 9 | AVANTE GROUP, INC. AVANTE GROUP, INC. 401(K) PLAN | ORLANDO FL | 1,497 | $11.6M | $128K |
| 10 | APPLIANCE CENTER OF TOLEDO, INC. APPLIANCE CENTER OF TOLEDO, INC. RETIREMENT PLAN | MAUMEE OH | 94 | $6.6M | $112K |
