Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index Fund Mutual fund in their Schedule of Assets, totaling $69.3M 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 | TRADER JOE'S COMPANY TRADER JOE'S COMPANY RETIREMENT PLAN | MONROVIA CA | 64,951 | $3.2B | $66.7M |
| 2 | SIERRA CANYON HIGH SCHOOL FOUNDATION SIERRA CANYON FOUNDATION 401(K) PLAN | CHATSWORTH CA | 192 | $23.6M | $968K |
| 3 | SCRIPTPRO LLC SCRIPTPRO LLC 401(K) PLAN |
MISSION KS |
| 710 |
| $109.6M |
| $426K |
| 4 | JAMES W. FOWLER CO. JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN | DALLAS OR | 189 | $17.5M | $373K |
| 5 | MICHELMAN & ROBINSON, LLP MICHELMAN & ROBINSON, LLP 401(K) PLAN | LOS ANGELES CA | 126 | $24.3M | $323K |
| 6 | TOTAL INDUSTRIES TOTAL INDUSTRIES | LIVERMORE CA | 213 | $20.2M | $165K |
| 7 | JOHN BURNS RESEARCH AND CONSULTING LLC JOHN BURNS RESEARCH AND CONSULTING LLC 401K PLAN | IRVINE CA | 154 | $17.9M | $133K |
| 8 | CLEAR MOUNTAIN BANK, INC. CLEAR MOUNTAIN BANK, INC. 401(K) PLAN | BRUCETON MILLS WV | 148 | $16.2M | $76K |
| 9 | MODSQUAD, INC. MODSQUAD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 188 | $6.8M | $60K |
| 10 | KIZAN TECHNOLOGIES, LLC KIZAN TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 113 | $12.2M | $56K |
