Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Ishares Ishares Russell Small/Mid‐Cap Index K in their Schedule of Assets, totaling $520K 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 | STEWART CANDY COMPANY STEWART CANDY COMPANY 401(K) PLAN | BLACKSHEAR GA | 173 | $12.2M | $255K |
| 2 | DENVER ZOOLOGICAL FOUNDATION TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION | DENVER CO | 473 | $32.0M | $253K |
| 3 | ABERDEEN ROAD COMPANY ABERDEEN ROAD COMPANY 401(K) PLAN |
EMIGSVILLE PA |
| 109 |
| $9.9M |
| $12K |
