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 K Registered Investment Company in their Schedule of Assets, totaling $684K 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 | GWP HOLDINGS LLC GWP 401(K) PROFIT SHARING RETIREMENT PLAN | SUMNER WA | 534 | $38.3M | $653K |
| 2 | THE CLUB AT IBIS PROPERTY OWNER'S ASSOCIATION, INC. D/B/A THE CLUB AT IBIS 401(K) RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 539 | $12.9M | $31K |
