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 K in their Schedule of Assets, totaling $4.1M 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 | BLANCHARD MACHINERY COMPANY, A SOUTH CAROLINA CORPORATION BLANCHARD MACHINERY COMPANY 401(K) PROFIT SHARING PLAN | WEST COLUMBIA SC | 797 | $75.2M | $1.5M |
| 2 | NVISION EYE CENTERS, LLC NVISION EYE CENTERS 401(K) PLAN | ALISO VIEJO CA | 1,365 | $29.0M | $890K |
| 3 | NEUMAN & ESSER USA, INC. |
KATY TX |
| 147 |
| $23.6M |
| $537K |
| 4 | NBC CORP. OF OKLAHOMA INC. NBC PROFIT SHARING / 401(K) PLAN | OKLAHOMA CITY OK | 137 | $31.2M | $453K |
| 5 | KUNZ LEIGH, & ASSOCIATES KL&A 401(K) PLAN | LATHRUP VILLAGE MI | 165 | $19.8M | $413K |
| 6 | 2012 USP HOLDINGS, INC. 2012 USP HOLDINGS, INC. 401(K) PLAN | REISEL TX | 402 | $17.5M | $252K |
| 7 | HARTFIELD ACADEMY, INC. HARTFIELD ACADEMY, INC. 401(K) PLAN | FLOWOOD MS | 192 | $2.3M | $22K |
