Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding State Street Russell Sm Cap Index Ret Acct Pooled separate account in their Schedule of Assets, totaling $3.6M 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 | STANGENES INDUSTRIES, INC. STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN | PALO ALTO CA | 160 | $28.9M | $1.5M |
| 2 | GENERAL WHOLESALE COMPANY, INC. GENERAL WHOLESALE COMPANY, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 560 | $8.3M | $713K |
| 3 | RPI PRINT, INC. |
TUKWILA WA |
| 351 |
| $14.8M |
| $570K |
| 4 | PIPELINE HEALTH SYSTEM HOLDINGS, LLC PIPELINE HEALTH SYSTEM 401(K) PLAN | EL SEGUNDO CA | 1,779 | $76.0M | $481K |
| 5 | VINTNERS DISTRIBUTORS, INC. VINTNERS DISTRIBUTORS, INC. PROFIT SHARING PLAN | FREMONT CA | 655 | $14.5M | $242K |
| 6 | EXCEL CABINETS, INC. EXCEL CABINETS, INC. 401(K) PLAN | CORONA CA | 215 | $3.8M | $86K |
| 7 | THE NAPOLI GROUP LLC THE NAPOLI GROUP LLC 401(K) PLAN | AMHERST NH | 1,018 | $7.2M | $31K |
| 8 | CHAMPION DISCS, INCORPORATED CHAMPION DISCS, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 114 | $14.4M | $12K |
