Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding iShares iShares Russell 2000 Small-Cap Index K in their Schedule of Assets, totaling $5.5M 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 | GTE FEDERAL CREDIT UNION GTE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TAMPA FL | 525 | $61.3M | $1.8M |
| 2 | HARDESTY & HANOVER HOLDING,LLC HARDESTY & HANOVER EMPLOYEES' 401(K) PROFIT SHARING PLAN | NEW YORK NY | 633 | $138.5M | $549K |
| 3 | GALVAN INDUSTRIES, INC. |
HARRISBURG NC |
| 89 |
| $9.9M |
| $539K |
| 4 | MERLIN INTERNATIONAL, INC. MERLIN INTERNATIONAL, INC. 401(K) PLAN | TYSONS VA | 80 | $9.7M | $431K |
| 5 | MEGASTAR FINANCIAL CORPORATION MEGASTAR FINANCIAL CORPORATION 401(K) PLAN | DENVER CO | 123 | $16.7M | $297K |
| 6 | INTERLINC MORTGAGE SERVICES, LLC INTERLINC MORTGAGE SERVICES, LLC 401(K) PLAN | HOUSTON TX | 153 | $12.5M | $295K |
| 7 | MILLENNIUM PHYSICIANS ASSOCIATION, PLLC MILLENNIUM PHYSICIANS ASSOCIATION, PLLC 401(K) PLAN | THE WOODLANDS TX | 379 | $17.1M | $288K |
| 8 | THINKOM SOLUTIONS, INC. THINKOM RETIREMENT SAVINGS PLAN | HAWTHORNE CA | 158 | $28.1M | $235K |
| 9 | WISE PLASTICS TECHNOLOGIES WISE PLASTICS TECHNOLOGIES, INC. 401(K) PLAN | ST CHARLES IL | 194 | $10.8M | $228K |
| 10 | CARAVEL AUTISM HEALTH, LLC CARAVEL AUTISM HEALTH, LLC 401(K) PLAN | GREEN BAY WI | 1,556 | $15.9M | $195K |
