Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index Fund – Class K Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | MESA AIR GROUP INC MESA AIR GROUP INC 401K PLAN | PHOENIX AZ | 1,733 | $109.9M | $2.3M |
| 2 | ENERGY EXPERTS INTERNATIONAL ENERGY EXPERTS INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST | REDWOOD CITY CA | 122 | $10.5M | $687K |
| 3 | MANN PACKING CO., INC. MANN PACKING CO. UFCW LOCAL 1096 401(K) SAVINGS PLAN |
CORAL GABLES FL |
| 296 |
| $13.6M |
| $617K |
| 4 | BLUE BEACON, INC. BLUE BEACON, INC. PROFIT SHARING/401(K) PLAN | SALINA KS | 2,721 | $147.4M | $577K |
| 5 | GURSTEL LAW FIRM P.C. GURSTEL LAW FIRM P.C. 401(K) PROFIT SHARING PLAN AND TRUST | GOLDEN VALLEY MN | 340 | $12.2M | $69K |
| 6 | PETER THOMAS ROTH LABS LLC PETER THOMAS ROTH LABS LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 132 | $6.6M | $50K |
| 7 | TEVA PR LLC TEVA PR LLC SAVINGS PLAN | PARSIPPANY NJ | 74 | $34.4M | $24K |
