Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding GM iShares Russell 2000 SmCap Ind K iShares 0 in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENERON IGS, INC. GENERON IGS, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 180 | $21.8M | $935K |
| 2 | BENCHMARK FINANCIAL GROUP, INC. BENCHMARK GROUP 401(K) PLAN | AMHERST NY | 147 | $22.8M | $746K |
| 3 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN |
CHICAGO IL |
| 168 |
| $26.7M |
| $439K |
| 4 | STANDARD OFFSET PRINTING CO, INC. STANDARD OFFSET PRINTING CO, INC. 401(K) PROFIT SHARING PLAN | LITITZ PA | 145 | $12.2M | $407K |
| 5 | EDUKIDS, INC. BRIGHTPATH 401(K) PLAN | BUFFALO NY | 2,614 | $14.1M | $399K |
| 6 | TRIDENT CONSTRUCTION RESOURCE MANAGEMENT, LLC TRIDENT CONSTRUCTION RESOURCE MANAGEMENT PROFIT SHARING PLAN | CHARLESTON SC | 114 | $14.9M | $367K |
| 7 | CLOVER FARMS DAIRY LLC CLOVER FARMS DAIRY COMPANY UNION EMPLOYEES 4O1(K) PLAN | READING PA | 220 | $7.0M | $223K |
| 8 | FAMILY FARM & HOME, INC FAMILY FARM & HOME RETIREMENT PLAN | MUSKEGON MI | 840 | $11.4M | $7K |
| 9 | SHELTER SYSTEMS LIMITED SHELTER SYSTEMS, LTD. 401(K) PLAN | WESTMINSTER MD | 109 | $15.1M | $4K |
