Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Transamerica State Street Russell Sm Cap Index Ret Acct 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 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $2.7M |
| 2 | PFLUEGER, INC. PFLUEGER, INC. SAVINGS & RETIREMENT PLAN | HONOLULU HI | 92 | $8.3M | $355K |
| 3 | PLAN PROFESSIONALS, LLC AMERICA'S HEALTHCARE EMPLOYEE RETIREMENT PEP |
SHREWSBURY NJ |
| 6,398 |
| $19.1M |
| $207K |
| 4 | ALABAMA ASSOCIATED GENERAL CONTRACTORS, INC. ALABAMA AGC 401(K) MULTIPLE EMPLOYER PLAN | IRONDALE AL | 338 | $10.4M | $197K |
| 5 | OLE MEXICAN FOODS, INC. OLE MEXICAN FOODS, INC. 401(K) PLAN | NORCROSS GA | 730 | $6.2M | $69K |
