Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares iShares Russell 2000 Small-Cap Index in their Schedule of Assets, totaling $1.2M 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 | DANIEL RP MANAGEMENT, LLC DANIEL RP MANAGEMENT, LLC 401(K) PLAN | GREENSBORO GA | 888 | $29.5M | $561K |
| 2 | PROVIDENCE DAY SCHOOL, INC PROVIDENCE DAY SCHOOL DEFINED CONTRIBUTION PLAN | CHARLOTTE NC | 404 | $76.3M | $479K |
| 3 | PROFESSIONAL HOSPITALITY RESOURCES, INC. |
VIRGINIA BEACH VA |
| 1,138 |
| $28.8M |
| $174K |
| 4 | PEACOCK AUTOMOTIVE, LLC PEACOCK AUTOMOTIVE, LLC 401(K) PLAN | MAITLAND FL | 43 | $3.8M | $27K |
