Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index Fund in their Schedule of Assets, totaling $6.0M 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 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES JURGENSEN COMPANIES SALARIED RETIREMENT PLAN | CINCINNATI OH | 185 | $67.6M | $3.3M |
| 2 | QK4 INC. QK4 401K SAVINGS PLAN | LOUISVILLE KY | 157 | $20.4M | $933K |
| 3 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES PHR 401(K) PLAN FOR HOURLY EMPLOYEES |
CINCINNATI OH |
| 283 |
| $18.1M |
| $895K |
| 4 | LOCKHEED MARTIN GLOBAL, INC. LOCKHEED MARTIN SAVINGS PLAN FOR EMPLOYEES IN PUERTO RICO | BETHESDA MD | 492 | $12.0M | $478K |
| 5 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES MELVIN STONE COMPANY RETIREMENT SAVINGS PLAN | CINCINNATI OH | 150 | $13.4M | $275K |
| 6 | FIVE LIONS, LLC DBA LABOVITZ ENTERPRISES LABOVITZ ENTERPRISES & AFFILIATES 401(K) SAVINGS & INVESTMENT PLAN | DULUTH MN | 131 | $7.2M | $70K |
| 7 | CENTENNIAL HEALTH, P.C. CENTENNIAL HEALTH, P.C. 401(K) AND RETIREMENT PLAN | OKLAHOMA OK | 39 | $12.4M | $33K |
| 8 | PUERTO RICO TELEPHONE COMPANY, INC. CLARO PUERTO RICO EMPLOYEES SAVINGS PLAN | SAN JUAN PR | 3,173 | $1.5M | $8K |
