Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Blackrock iShares Russell 2000 Small Cap Index Fund in their Schedule of Assets, totaling $3.7M 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 | DATAVOX, INC. DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 220 | $27.2M | $960K |
| 2 | ALLIANCE FRANCHISE BRANDS LLC ALLIANCE FRANCHISE BRANDS LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN | PLYMOUTH MI | 186 | $23.0M | $773K |
| 3 | PACKAGING MACHINERY MANUFACTURERS INSTITUTE |
HERNDON VA |
| 119 |
| $42.5M |
| $514K |
| 4 | PACIFICA HOTEL COMPANY PACIFICA HOTELS 401(K) PLAN AND TRUST | ALISO VIEJO CA | 937 | $12.7M | $431K |
| 5 | WOODSTOCK STERILE SOLUTIONS, INC. WOODSTOCK STERILE SOLUTIONS, INC. 401(K) PLAN | WOODSTOCK IL | 361 | $21.3M | $373K |
| 6 | GIBBS TECHNOLOGY COMPANY GIBBS TECHNOLOGY COMPANY EMPLOYEES SAVINGS TRUST | MARYLAND HEIGHTS MO | 310 | $27.0M | $178K |
| 7 | BERRY AVIATION, INC. BERRY AVIATION, INC. PROFIT SHARING 401(K) PLAN | SAN MARCOS TX | 310 | $11.1M | $132K |
| 8 | J.R. COLE INDUSTRIES, INC. J.R. COLE INDUSTRIES, INC. 401(K) PLAN | CHARLOTTE NC | 175 | $11.5M | $101K |
| 9 | BROOMFIELD SKILLED NURSING AND REHABILITATION CENTER LLC BROOMFIELD 401(K) PLAN | BROOMFIELD CO | 195 | $1.5M | $56K |
| 10 | THE ARC OF THE FARMINGTON VALLEY, INC. FAVARH 403(B) RETIREMENT PLAN | CANTON CT | 359 | $7.4M | $49K |
