Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares Rus 2000 SmCp Ix Inv A in their Schedule of Assets, totaling $1.4M 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 | THE AMERICAN MUSICAL AND DRAMATIC ACADEMY THE AMERICAN MUSICAL AND DRAMATIC ACADEMY 403(B) PLAN | NEW YORK NY | 550 | $18.3M | $1.4M |
| 2 | COE-BROWN NORTHWOOD ACADEMY COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN | NORTHWOOD NH | 131 | $24.9M | $4K |
