Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding RUSSELL SMALL/MID CAP R INDX SL SF in their Schedule of Assets, totaling $239.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PWC US GROUP LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC | TAMPA FL | 49,697 | $13.2B | $62.3M |
| 2 | NAPA MANAGEMENT SERVICES CORPORATION NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN | MELVILLE NY | 3,665 | $1.5B | $38.7M |
| 3 | GRAPHIC PACKAGING INTERNATIONAL, LLC |
ATLANTA GA |
| — |
| $1.8B |
| $27.5M |
| 4 | PENSKE AUTOMOTIVE GROUP, INC. PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN | BLOOMFIELD HILLS MI | 13,542 | $1.1B | $14.1M |
| 5 | KERRY INC. KERRY INC. SAVINGS PLAN | BELOIT WI | 4,981 | $604.2M | $13.2M |
| 6 | KONE INC. KONE INC. EMPLOYEE SAVINGS PLAN | LISLE IL | 1,962 | $467.4M | $13.0M |
| 7 | DEUTSCHE BANK AMERICAS HOLDING CORP DEUTSCHE BANK MATCHED SAVINGS PLAN | NEW YORK NY | 7,791 | $4.5B | $10.6M |
| 8 | INTERNATIONAL UNION OF OPERATING ENG. JT ANNUITY FD OF EASTERN PENNSYL INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT ANNUITY FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON PA | 9,477 | $562.5M | $10.3M |
| 9 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,459 | $601.1M | $9.3M |
| 10 | BD OF TRUSTEES OF THE SMW ANNUITY FUND SHEET METAL WORKERS ANNUITY FUND LOCAL UNION NO. 19 | PHILADELPHIA PA | 3,255 | $474.1M | $9.0M |
