Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ishares Ishares Russell 2000 Small-Capital Index K in their Schedule of Assets, totaling $1.0M 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 | OBXTEK, INC. OBXTEK, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 325 | $34.3M | $1.0M |
