Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares iShares Russell 2000 Small Cap Index Fund Class K in their Schedule of Assets, totaling $1.5M 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 | CSI ELECTRICAL CONTRACTORS, INC. CSI ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 283 | $43.6M | $860K |
| 2 | VISIONARY PRACTICE MANAGEMENT SERVICES LLC VISIONARY PRACTICE MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN | TYLER TX | 232 | $17.3M | $392K |
| 3 | CHARLES L HEATON, MD. PA |
TYLER TX |
| 214 |
| $14.9M |
| $298K |
