Form 5500 Search

State Street Russell Small/mid CAP

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 66 retirement plans report an interest in this investment, totaling $3.2B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
66
Reported interest (EOY)
$3.2B
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: State Street Russell Small/mid CAP, State Street Russell Small MID CAP. Counts combine all variants of the same investment.

Plans holding State Street Russell Small/mid CAPranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
DETROIT
MI
$32.4B$953.1M
2MERCK & CO., INC.
MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED
RAHWAY
NJ
$14.6B$565.6M
3SIEMENS MEDICAL SOLUTIONS USA, INC.
MASTER TRUST FOR SIEMENS MEDICAL SOLUTIONS USA, INC. SAVINGS PLANS
MALVERN
PA
$7.8B$535.2M
4MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES, INC. MASTER RETIREMENT SAVINGS TRUST
NEW YORK
NY
$4.1B$357.3M
5BEST BUY ENTERPRISE SERVICES, INC.
BEST BUY RETIREMENT SAVINGS PLAN
RICHFIELD
MN
83,695$3.5B$305.2M
6WESTINGHOUSE ELECTRIC COMPANY LLC
WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN
CRANBERRY TOWNSHIP
PA
12,540$2.1B$80.8M
7PORTLAND GENERAL ELECTRIC COMPANY
PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN
PORTLAND
OR
2,868$1.2B$63.9M
8CENCORA, INC.
CENCORA EMPLOYEE INVESTMENT PLAN
CONSHOHOCKEN
PA
15,400$2.4B$53.8M
9AON CONSULTING, INC.
AON POOLED EMPLOYER PLAN
CHICAGO
IL
74,793$3.1B$51.0M
10MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
VANCE
AL
6,107$1.2B$32.9M
See all 66 plans holding State Street Russell Small/mid CAP
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