Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding BlackRock iShares Russell 2000 Small-Cap Index Fund Class K in their Schedule of Assets, totaling $2.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CUSTOM DATA PROCESSING CDP RETIREMENT PLAN | ROMEOVILLE IL | 135 | $24.4M | $1.9M |
| 2 | SK GC AMERICAS INC. SK GC AMERICAS INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 106 | $9.1M | $370K |
| 3 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN |
| 291 |
| $35.4M |
| $250K |
| 4 | BUKAS LIGHTING GROUP, INC. BUKAS LIGHTING GROUP, INC. 401(K) PLAN | ST. CHARLES IL | 203 | $9.1M | $131K |
| 5 | THERM-X OF CALIFORNIA, INC. THERM-X OF CALIFORNIA 401(K) PROFIT SHARING PLAN | HAYWARD CA | 289 | $14.0M | $129K |
| 6 | CAMBRIDGE INVESTMENT GROUP, INC. CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN | FAIRFIELD IA | 673 | $17.0M | $110K |
| 7 | BAHWAN CYBERTEK INC BAHWAN CYBERTEK INC 401(K) PROFIT SHARING PLAN & TRUST | NATICK MA | 142 | $8.7M | $35K |
