Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 121 U.S. retirement plans report holding ISHARES RUSSELL 2000 SM CAP K in their Schedule of Assets, totaling $44.5M 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 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $5.3M |
| 2 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $4.2M |
| 3 | PLAYPOWER, INC. PLAYPOWER, INC. 401(K) RETIREMENT SAVINGS PLAN |
MONETT MO |
| 1,300 |
| $72.5M |
| $3.4M |
| 4 | VIKING GLOBAL INVESTORS LP VIKING GLOBAL INVESTORS LP 401(K) PLAN | STAMFORD CT | 270 | $123.9M | $2.8M |
| 5 | MIBA INDUSTRIAL BEARINGS US LLC MIBA INDUSTRIAL BEARINGS 401(K) PLAN | GRAFTON WI | 208 | $37.9M | $2.4M |
| 6 | GLOBAL SHOP SOLUTIONS, INC. GLOBAL SHOP SOLUTIONS, INC. 401(K) PLAN | THE WOODLANDS TX | 302 | $44.0M | $1.9M |
| 7 | WORLD TRAVEL, INC. WORLD TRAVEL, INC. 401(K) PLAN | DOUGLASSVILLE PA | 488 | $40.9M | $1.1M |
| 8 | EXELA PHARMA SCIENCES, LLC EXELA PHARMA SCIENCES, LLC 401(K) SAFE HARBOR PLAN | LENOIR NC | 433 | $15.8M | $870K |
| 9 | OEC FREIGHT NEW YORK INC. OEC FREIGHT NEW YORK INC. 401(K) PROFIT SHARING PLAN & TRUST | ROSEDALE NY | 323 | $26.9M | $864K |
| 10 | SMTC CORPORATION SMTC 401(K) PLAN | MELBOURNE FL | 531 | $33.7M | $805K |
