Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Is R2000 Sm-Cap K Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | SURGE OPERATING, LLC SURGE OPERATING, LLC 401(K) PLAN | HOUSTON TX | 156 | $31.9M | $638K |
| 2 | SML (USA), INC. SML (USA) INC. 401(K) PLAN | SECAUCUS NJ | 121 | $13.8M | $626K |
| 3 | DAVID SUTHERLAND, LLC DAVID SUTHERLAND LLC 401(K) PLAN |
| 281 |
| $18.5M |
| $474K |
| 4 | AVIXA, INC. AVIXA SAVINGS & SALARY PLAN | FAIRFAX VA | 111 | $24.1M | $189K |
| 5 | IRON GALAXY STUDIOS, LLC IRON GALAXY STUDIOS, LLC 401(K) PLAN | CHICAGO IL | 281 | $24.7M | $73K |
