Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index A in their Schedule of Assets, totaling $2.9M 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 | OAHU PUBLICATIONS, INC. OAHU PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 131 | $30.4M | $1.7M |
| 2 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $574K |
| 3 | TRUCK CENTERS, INC. TRUCK CENTERS, INC. 401(K) PLAN |
TROY IL |
| 712 |
| $68.3M |
| $234K |
| 4 | BEAUMONT JUICE, INC. DBA PERRICONE JUICES PERRICONE JUICES 401(K) RETIREMENT SAVINGS PLAN | BEAUMONT CA | 319 | $12.3M | $184K |
| 5 | MCNAMARA/SALVIA, INC. MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST | BOSTON MA | 114 | $31.6M | $149K |