Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding ISHARES RUSSELL 2000 SM CAP I in their Schedule of Assets, totaling $11.2M 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 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $4.2M |
| 2 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $1.6M |
| 3 | RADWARE INC RADWARE INC 401K PLAN | MAHWAH |
| 134 |
| $25.6M |
| $1.3M |
| 4 | UNITED OVERSEAS HOLDINGS, INC. TAJ HOTELS RETIREMENT SAVINGS PROGRAM | NEW YORK NY | 207 | $27.0M | $1.1M |
| 5 | SILVERSTEIN PROPERTIES, LLC SILVERSTEIN PROPERTIES, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 242 | $71.5M | $980K |
| 6 | COMPLETE CARE LLC COMPLETE CARE 401(K) PLAN | TOMS RIVER NJ | 8,879 | $49.6M | $412K |
| 7 | MORROW SODALI LLC MORROW SODALI LLC 401K PLAN | STAMFORD CT | 132 | $9.2M | $389K |
| 8 | MORROW SODALI LLC MORROW SODALI LLC 401K PLAN | STAMFORD CT | 132 | $9.2M | $389K |
| 9 | MORRISON EXPRESS CORP.USA MORRISON EXPRESS CORP. (USA) 401(K) RETIREMENT PLAN | EL SEGUNDO CA | 236 | $12.4M | $191K |
| 10 | NDI ENGINEERING COMPANY NDI ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN | THOROFARE NJ | 251 | $24.7M | $169K |
