Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding iShares Core S&P Small-Cap ETF iShares 0 in their Schedule of Assets, totaling $4.9M 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 | FUNERAL DIRECTORS LIFE INSURANCE COMPANY DIRECTORS INVESTMENT GROUP INC. 401(K) PLAN | ABILENE TX | 424 | $34.6M | $1.5M |
| 2 | AMADAS GROUP, INC. THE AMADAS GROUP, INC. SAVINGS PLAN | SUFFOLK VA | 168 | $27.5M | $745K |
| 3 | LEISURE SPORTS, INC. LEISURE SPORTS, INC. 401(K) PLAN |
PLEASANTON CA |
| 172 |
| $20.5M |
| $655K |
| 4 | FLORIDA MEDICAL SPECIALISTS, LLC MAXHEALTH 401(K) PLAN | SARASOTA FL | 441 | $17.7M | $493K |
| 5 | GALLEHER LLC GALLEHER LLC 401(K) PROFIT SHARING PLAN | LIVONIA MI | 327 | $22.3M | $429K |
| 6 | TRILLIUM CORPORATION TRILLIUM CORPORATION 401(K) PROFIT SHARING PLAN | CHEHALIS WA | 230 | $22.3M | $371K |
| 7 | PERRY TECHNICAL INSTITUTE PERRY TECHNICAL INSTITUTE 401(K) PSP | YAKIMA WA | 110 | $14.8M | $364K |
| 8 | B&M ROOFING OF COLORADO B&M ROOFING OF COLORADO 401(K) PLAN | ERIE CO | 114 | $4.5M | $284K |
| 9 | KW PROPERTY MANAGEMENT LLC KW PROPERTY MANAGEM LLC 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 1,922 | $25.3M | $44K |
