Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding iShares Russell 2000 in their Schedule of Assets, totaling $9.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN | CARNEGIE PA | 340 | $160.6M | $5.0M |
| 2 | SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN | WILKES BARRE PA | 181 | $35.2M | $1.4M |
| 3 | NEVILLE CHEMICAL COMPANY |
PITTSBURGH PA |
| 22 |
| $25.3M |
| $1.0M |
| 4 | HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST | HONOLULU HI | 3,335 | $25.3M | $992K |
| 5 | INDUSTRIAL SUPPLY SOLUTIONS INC. INDUSTRIAL SUPPLY SOLUTIONS INC. 401K PLAN | SALISBURY NC | 121 | $9.2M | $486K |
| 6 | BOARD OF TRUSTEES P&S LOCAL 21 WELFARE FUND PLUMBERS & STEAMFITTERS LOCAL 21 WELFARE FUND | PEEKSKILL NY | 660 | $20.9M | $185K |
| 7 | CREDIT UNION CONSORTIUM CREDIT UNION CONSORTIUM HEALTH AND WELFARE PLAN | INDIANAPOLIS IN | 3,666 | $32.3M | $144K |
| 8 | TRUSTEES OF THE SHEET METAL WORKERS LOCAL 44 SHEET METAL WORKERS LOCAL 44 WELFARE FUND | WILKES BARRE PA | 193 | $2.9M | $31K |
