Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 67 retirement plans report an interest in this investment, totaling $3.1B in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GENERAL MOTORS LLC GENERAL MOTORS SAVINGS PLAN MASTER TRUST | DETROIT MI | — | $32.4B | $953.1M |
| 2 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY NJ | — | $14.6B | $565.6M |
| 3 | SIEMENS MEDICAL SOLUTIONS USA, INC. MASTER TRUST FOR SIEMENS MEDICAL SOLUTIONS USA, INC. SAVINGS PLANS | MALVERN PA | — | $7.8B | $535.2M |
| 4 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES, INC. MASTER RETIREMENT SAVINGS TRUST | NEW YORK NY | — | $4.1B | $357.3M |
| 5 | BEST BUY ENTERPRISE SERVICES, INC. BEST BUY RETIREMENT SAVINGS PLAN | RICHFIELD MN | 83,696 | $3.1B | $277.9M |
| 6 | WESTINGHOUSE ELECTRIC COMPANY LLC WESTINGHOUSE ELECTRIC COMPANY SAVINGS PLAN | CRANBERRY TOWNSHIP PA | 12,540 | $2.1B | $80.8M |
| 7 | PORTLAND GENERAL ELECTRIC COMPANY PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN | PORTLAND OR | 2,868 | $1.2B | $63.9M |
| 8 | CENCORA, INC. CENCORA EMPLOYEE INVESTMENT PLAN | CONSHOHOCKEN PA | 16,073 | $2.1B | $52.3M |
| 9 | AON CONSULTING, INC. AON POOLED EMPLOYER PLAN | CHICAGO IL | 74,793 | $3.1B | $51.0M |
| 10 | MERCEDES-BENZ U.S. INTERNATIONAL, INC. MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN | VANCE AL | 6,107 | $1.2B | $32.9M |
