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 " 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BROX INDUSTRIES, INC. BROX INDUSTRIES, INC. 401(K) RETIREMENT PLAN | ANDOVER MA | 105 | $21.1M | $1.2M |
| 2 | OPTION CARE HEALTH, INC. OPTION CARE HEALTH 401(K) PLAN | BANNOCKBURN IL | 7,984 | $412.6M | $853K |
| 3 | ZAUSMER, P.C. ZAUSMER, P.C. 401(K) SAVINGS PLAN |
FARMINGTON HILLS MI |
| 166 |
| $17.2M |
| $207K |
| 4 | ROMAINE EMPIRE, INC. D/B/A FARMER'S FRIDGE FARMER'S FRIDGE 401(K) PLAN | CHICAGO IL | 409 | $10.3M | $197K |
| 5 | RIVER HOSPITAL, INC. RIVER HOSPITAL, INC. 403(B) PLAN | ALEXANDRIA BAY NY | 264 | $6.4M | $181K |
| 6 | OTIS PRODUCTS, INC. DBA OTIS TECHNOLOGY, INC. OTIS PRODUCTS, INC. 401(K) SAFE HARBOR PLAN | LYONS FALLS NY | 98 | $13.2M | $177K |
| 7 | QAS MANAGEMENT LLC QAS MANAGEMENT LLC 401(K) PSP & TRUST | CHARLOTTE NC | 1,509 | $4.4M | $8K |
