Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Russ Sm/Md-Cp Idx K Fd in their Schedule of Assets, totaling $877K 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 | OMEGA SYSTEMS CONSULTANTS, LLC OMEGA SYSTEMS CONSULTANTS, LLC 401(K) PLAN | WEST LAWN PA | 160 | $8.1M | $814K |
| 2 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $47K |
| 3 | CIEL SENIOR LIVING, LLC CIEL SENIOR LIVING, LLC 401(K) |
WINTER PARK FL |
| 677 |
| $972K |
| $9K |
| 4 | COMPTECH COMPUTER TECHNOLOGIES INC. COMPTECH 401(K) PLAN | CENTERVILLE OH | 246 | $6.6M | $7K |
