Russell Investments Trust Company: who to call about your old retirement account

8 Year Ldi Fixed Income Fund. SEATTLE, WA. From the plan’s 2023 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2023, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer: Russell Investments Trust CompanyAlso known as Commingled Employee Benefit Funds TrustHas also filed as Russell Trust Company
Address on file: 1301 Second Avenue, 18th Floor · Seattle, WA · 98101
Plan: 8 Year Ldi Fixed Income Fund
When: Still running: latest filing is for 2023Has filed since 2012
Size: about $990 million in total

Not the right one? Russell Investments Trust Company has 5 other retirement plans:

25+YEAR Strips Fixed Income Fund · filed 2023
Long Duration Fixed Income Fund · filed 2023
14 Year Ldi Fixed Income Fund · filed 2023
10-15 Year Strips Fixed Income Fund · filed 2023
15-20 Year Strips Fixed Income Fund · filed 2023

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

✓ The phone number on the plan’s filing
✓ What to say on the call, word for word
✓ The plan ID numbers they will ask you for

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

Want a licensed advisor to help?

Optional, free, and no obligation. An advisor can help you track the account down, then roll it into an IRA or your current employer’s plan and keep it invested. You do not need this to use anything above.

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401kHunter is not affiliated with, endorsed by, or connected to RUSSELL INVESTMENTS TRUST COMPANY. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.