Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ishares Russell 2000 Small Cap in their Schedule of Assets, totaling $2.6M 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 | CLARINS USA, INC. CLARINS USA, INC. 401(K) PLAN | ORANGEBURG NY | 851 | $46.5M | $1.5M |
| 2 | ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN | BILLINGS MT | 97 | $30.1M | $956K |
| 3 | PREMIER HEALTH CARE SERVICES, LLC PREMIER HEALTH CARE SERVICES, LLC 401(K) PLAN |
WATKINS MN |
| 691 |
| $6.7M |
| $132K |
| 4 | PENINSULA COMMUNITY HEALTH SERVICES PENINSULA COMMUNITY HEALTH SERVICES 403(B) PLAN | BREMERTON WA | 278 | $12.3M | $3K |
