Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index Fund Mutual Funds in their Schedule of Assets, totaling $1.6M 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 | BEVERLY ANESTHESIOLOGY, INC. BEVERLY ANESTHESIOLOGY, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 169 | $33.3M | $1.2M |
| 2 | FUTABA CORPORATION OF AMERICA PROFIT SHARING PLAN FOR EMPLOYEES OF FUTABA CORPORATION OF AMERICA | HOFFMAN ESTATES AL | 80 | $7.9M | $230K |
| 3 | CBT NUGGETS, LLC |
EUGENE OR |
| 77 |
| $15.5M |
| $154K |
| 4 | ARIZONA TECHNOLOGY COUNCIL ARIZONA TECHNOLOGY COUNCIL MULTIPLE EMPLOYER 401(K) PLAN | PHOENIX AZ | 103 | $7.1M | $19K |
