Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Is R2000 Sm-Cap Is Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | SIMPSON DOOR COMPANY SIMPSON EMPLOYEE SAVINGS PLAN | MCCLEARY WA | 250 | $83.4M | $1.9M |
| 2 | KEESAL, YOUNG & LOGAN KEESAL, YOUNG & LOGAN 401(K) PLAN | LONG BEACH CA | 105 | $45.8M | $685K |
