Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding ISHARES RUSSELL 2000 SM CAP A in their Schedule of Assets, totaling $11.8M 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 | MAVIS TIRE SUPPLY LLC MAVIS TIRE SUPPLY LLC 401(K) PLAN | MILLWOOD NY | 10,033 | $202.0M | $3.5M |
| 2 | UNION AVENUE HEALTHCARE, INC. UNION AVENUE HEALTHCARE INC. 401(K) PLAN | BOUND BROOK NJ | 427 | $19.7M | $1.2M |
| 3 | ENVISION PHARMA, INC. ENVISION PHARMA, INC. 401(K) PLAN |
FAIRFIELD CT |
| 758 |
| $92.1M |
| $1.2M |
| 4 | THE KAMSON CORPORATION THE KAMSON CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS NJ | 366 | $16.8M | $1.1M |
| 5 | BEACON MANUFACTURING GROUP, LLC BEACON MANUFACTURING GROUP 401(K) AND PROFIT SHARING PLAN | ALEXANDRIA MN | 319 | $19.6M | $906K |
| 6 | BLACK ANGUS STEAKHOUSES, LLC BLACK ANGUS STEAKHOUSES, LLC SAVINGS AND INVESTMENT PLAN | BURBANK CA | 2,463 | $15.7M | $519K |
| 7 | RIGHTWORKS, LLC RIGHTWORKS, LLC 401(K) PLAN | NASHUA NH | 656 | $36.8M | $468K |
| 8 | BIRMINGHAM FASTENER & SUPPLY INC BIRMINGHAM FASTENER & SUPPLY, INC. 401(K) PLAN | BIRMINGHAM AL | 497 | $24.0M | $466K |
| 9 | FOUR SEASONS SOLAR PRODUCTS LLC LATIUM USA GROUP 401(K) PLAN | HOLBROOK NY | 322 | $16.9M | $369K |
| 10 | TELECOMMUNICATIONS & INDUSTRIAL TELECOMMUNICATIONS & INDUSTRIAL CONSULTING SERVICES CORPORATION | FORT MILL SC | 239 | $8.1M | $355K |
