Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares Russell 2000 Small Cap Index Class K in their Schedule of Assets, totaling $826K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITY MILL COMPANY, LIMITED CITY MILL COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 212 | $13.6M | $674K |
| 2 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $131K |
| 3 | AVANTS OPERATIONS, LLC AVANTS OPERATIONS, LLC 401(K) PLAN |
ATHENS GA |
| 268 |
| $4.0M |
| $21K |
