About Russell Investments
<p>Founded in 1936, Russell Investments has grown into a large investment advisory firm with deep experience in outsourced investment management for institutions. The company is headquartered in Seattle, serving clients across the Pacific Northwest and nationally.</p> <p>Russell Investments reports $370.0B in assets under management (2026) and has about 1,350 employees. The firm works with individual investors, financial professionals, and institutional investors, including defined benefit and defined contribution retirement plans, healthcare systems, and non-profits.</p> <p>For plan sponsors, Russell Investments offers fiduciary services as a <a href="/plan-advisors">plan advisor</a>, including 3(21) co-fiduciary support and 3(38) investment manager services. Its differentiator is the ability to run OCIO-style investment programs while also supporting advisors with research, model portfolios, and managed account solutions.</p> <ul> <li>3(21) fiduciary consulting for retirement plan investment oversight</li> <li>3(38) discretionary investment management for plan lineups</li> <li>Outsourced CIO (OCIO) services for larger and more complex portfolios</li> <li>Model portfolios, tax-managed investing, and personalized managed accounts</li> <li>Advisor support tools, business solutions, and market insights</li> </ul>
Website: https://russellinvestments.com/
Founded: 1936
Employees: 1350
Office Locations
- Seattle, WA (Headquarters)
- Seattle, WA (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $370.0B
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN | MICROSOFT CORPORATION, WA | $65.6B | 123,878 |
| CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND, IL | $38.3B | 38,102 |
| THE BANK OF AMERICA PENSION PLAN | BANK OF AMERICA CORPORATION, RI | $17.6B | 51,062 |
| IBM PERSONAL PENSION PLAN | INTERNATIONAL BUSINESS MACHINES CORPORATION, NY | $17.6B | 43,052 |
| PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN | PACIFIC GAS AND ELECTRIC COMPANY, CA | $17.5B | 28,573 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $15.0B | 26,369 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NJ | $14.6B | 78,270 |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $14.3B | 21,619 |
| 401(k) Retirement Plan | Technology Sponsor, GA | $14.2B | 84,091 |
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