Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index A Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 1,102 | $34.2M | $693K |
| 2 | ALABAMA ONE CREDIT UNION ALABAMA ONE CREDIT UNION 401(K) PLAN | TUSCALOOSA AL | 284 | $16.8M | $305K |
| 3 | CONTINUING HEALTH CARE SOLUTIONS, INC. |
BRUNSWICK OH |
| 1,013 |
| $7.2M |
| $299K |
| 4 | RELIABLE MANAGEMENT SOLUTIONS RELIABLE MANAGEMENT SOLUTIONS 401K PLAN | RENO NV | 454 | $4.7M | $141K |
| 5 | COLWELL INDUSTRIES, INC. COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN | KENDALLVILLE IN | 37 | $10.4M | $85K |
| 6 | NEDELCO, INC. NEDELCO, INC. 401(K) RETIREMENT PLAN | AURORA NE | 429 | $33.8M | $60K |
