Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Blackrock Russell 2000 Index Fund R # in their Schedule of Assets, totaling $10.2M 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 | GERMAIN AUTOMOTIVE PARTNERSHIP, INC. GERMAIN AUTOMOTIVE PARTNERSHIP, INC. 401(K) PLAN | DUBLIN OH | 1,233 | $48.5M | $3.7M |
| 2 | BD OF TEES OF STEAMFITTERS LU NO 420 SRP STEAMFITTERS LOCAL UNION NO. 420 SRP | PHILADELPHIA PA | 6,827 | $727.7M | $2.0M |
| 3 | VARDIMAN BLACK HOLDINGS, LLC DBA SPECIALTY DENTAL BRANDS |
NASHVILLE TN |
| 2,467 |
| $71.1M |
| $1.2M |
| 4 | JAGGAER, LLC JAGGAER, LLC RETIREMENT SAVINGS PLAN | DURHAM NC | 364 | $84.5M | $692K |
| 5 | CVO HOLDING COMPANY LLC CVO HOLDING COMPANY LLC 401(K)SAVINGS PLAN | PHOENIX AZ | 385 | $18.5M | $594K |
| 6 | PIONEER BALLOON COMPANY PIONEER BALLOON COMPANY 401(K) PROFIT SHARING PLAN | WICHITA KS | 397 | $26.2M | $475K |
| 7 | AMERICAN RENAL MANAGEMENT LLC AMERICAN RENAL MANAGEMENT LLC 401(K) PLAN | BEVERLY MA | 4,516 | $133.9M | $370K |
| 8 | STEP UP FOR STUDENTS-FLORIDA, INC. STEP UP FOR STUDENTS 401(K) PLAN | JACKSONVILLE FL | 397 | $20.9M | $356K |
| 9 | KICE INDUSTRIES, INC. KICE INDUSTRIES, INC. SAFE HARBOR 401(K) PLAN | PARK CITY KS | 275 | $31.0M | $266K |
| 10 | XYNGULAR CORPORATION XYNGULAR/PURE HAVEN 401(K) PLAN | LEHI UT | 81 | $7.6M | $191K |
