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 Idx K " in their Schedule of Assets, totaling $4.0M 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 | MAGIC LEAP, INC. MAGIC LEAP INC. 401(K) PLAN | PLANTATION FL | 903 | $183.9M | $3.4M |
| 2 | E.L. ROBINSON ENGINEERING CO. E.L. ROBINSON ENGINEERING 401(K) PLAN | CHARLESTON WV | 143 | $24.3M | $465K |
| 3 | MERLIN LAW GROUP, PLLC MERLIN LAW GROUP, PLLC 401(K) PLAN |
TAMPA FL |
| 105 |
| $8.6M |
| $32K |
| 4 | HENDRY MARINE INDUSTRIES, INC. HENDRY MARINE INDUSTRIES 401(K) PLAN | TAMPA FL | 274 | $12.5M | $21K |
