Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Ishares Core S&P Small Exchange traded fund in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, REGIONAL DIST. COUNCIL WELFAREPLAN AND TRUST REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST | PORTLAND OR | 1,080 | $29.9M | $1.2M |
| 2 | BIRLA CARBON USA PENSION PLAN FOR BIRLA CARBON USA | MARIETTA GA | 51 | $18.5M | $191K |
| 3 | CRISDEL GROUP, INC. CRISDEL PROFIT SHARING PLAN |
SOUTH PLAINFIELD NJ |
| 153 |
| $16.6M |
| $96K |
| 4 | ALDEN LEEDS, INC. EPSTEIN AFFILIATED COMPANIES 401(K) PENSION PLAN | KEARNY NJ | 141 | $10.1M | $34K |
