Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 53 retirement plans report an interest in this investment, totaling $113.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Blackrock Russell 2000 IDX R, Blackrock Russell 2000 IDX CL R, Blackrock Russell 2000 IDX J FD, Blackrock Russell 2000 IDX FD CL R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | FIDELITY NATIONAL FINANCIAL, INC. THE FIDELITY NATIONAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 18,305 | $3.0B | $102.7M |
| 2 | TECOMET TECOMET 401(K) PLAN | WILMINGTON MA | 2,211 | $133.4M | $1.1M |
| 3 | AHP HOLDING, INC. ARMADA HOFFLER 401(K) RETIREMENT PLAN | VIRGINIA BEACH VA | 146 | $34.5M | $1.1M |
| 4 | RIVERBAY CORPORATION RIVERBAY CORPORATION 401(K) PLAN | BRONX NY | 313 | $19.9M | $1.1M |
| 5 | AKINS FORD CORPORATION AKINS FORD 401(K) EMPLOYEES SAVINGS PLAN | WINDER GA | 383 | $13.5M | $758K |
| 6 | US WATERWAYS TRANSPORTATION, LLC USWT 401(K) PLAN | NORFOLK VA | 135 | $15.4M | $610K |
| 7 | APCO WORLDWIDE LLC APCO WORLDWIDE LLC 401(K) PLAN | WASHINGTON DC | 414 | $53.7M | $567K |
| 8 | WHITE-WILSON MEDICAL CENTER, PA WHITE-WILSON MEDICAL CENTER PROFIT SHARING & 401(K) PLAN &TR | FORT WALTON FL | 240 | $39.8M | $564K |
| 9 | SECURONIX, INC. SECURONIX, INC. 401(K) PROFIT SHARING PLAN | PLANO TX | 197 | $14.4M | $341K |
| 10 | MILBERG COLEMAN BRYSON PHILLIPS GROSSMAN PLLC MILBERG COLEMAN BRYSON PHILLIPS GROSSMAN PLLC 401(K) PSP | KNOXVILLE TN | 141 | $28.9M | $341K |
