Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares Russell 2000 Small Cap Ind K Mutual fund in their Schedule of Assets, totaling $639K 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 | NEVELL GROUP, INC NGI 401(K) SAVINGS PLAN | BREA CA | 156 | $21.5M | $381K |
| 2 | BALT USA, LLC BALT USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 327 | $15.5M | $258K |
