Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares Russell 2000 Index ETF in their Schedule of Assets, totaling $2.3M 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 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL, INC. RETIREMENT PLAN | LITTLE ROCK AR | 829 | $159.8M | $2.2M |
| 2 | HUMAN KINETICS, INC. HUMAN KINETICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHAMPAIGN IL | 152 | $20.1M | $117K |
| 3 | QUADIENT INC. QUADIENT INC. 401(K) PLAN |
MILFORD CT |
| 1,573 |
| $282.5M |
| $5K |