Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Is R Sm/Md Cap Idx K in their Schedule of Assets, totaling $11.5M 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 | ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN | ALTAMONTE SPRINGS FL | 1,804 | $119.7M | $8.4M |
| 2 | CANDELA CORPORATION CANDELA 401(K) PLAN | MARLBOROGH MA | 373 | $67.8M | $2.1M |
| 3 | VISTA HIGHER LEARNING, INC. VISTA HIGHER LEARNING, INC. 401(K) PLAN |
BOSTON MA |
| 198 |
| $27.5M |
| $659K |
| 4 | HEARTLAND SECURITY INSURANCE GROUP, INC. HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST | TYLER TX | 250 | $21.0M | $362K |
