Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding iShares Core S&P Small-Cap ETF Exchange-Traded Fund in their Schedule of Assets, totaling $4.3M 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 | JUSTICE RESOURCE INSTITUTE, INC. PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC. | NEEDHAM MA | 1,921 | $168.0M | $3.0M |
| 2 | VESTWELL HOLDINGS, INC. VESTWELL HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 441 | $23.8M | $666K |
| 3 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 65 |
| $33.7M |
| $261K |
| 4 | NEURONETICS, INC. NEURONETICS, INC. 401(K) RETIREMENT SAVINGS PLAN | MALVERN PA | 314 | $16.3M | $136K |
| 5 | TWS ACQUISITION CORPORATION STRATATECH EDUCATION GROUP 401(K) PLAN | PHOENIX AZ | 340 | $11.0M | $88K |
| 6 | BLVD RESIDENTIAL INC. BLVD RESIDENTIAL INC. 401(K) PLAN | MENLO PARK CA | 297 | $2.4M | $71K |
| 7 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE IN | 354 | $45.2M | $51K |
| 8 | CUSTOM WOOD PRODUCTS, INC. CUSTOM WOOD PRODUCTS, INC. PROFIT SHARING/401(K) PLAN | ST. MARYS KS | 275 | $17.0M | $35K |
