Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding iShares Russell 2000 small-Cap Index Fund in their Schedule of Assets, totaling $20.1M 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 | HIGH POINT UNIVERSITY HIGH POINT UNIVERSITY RETIREMENT PLAN | HIGH POINT NC | 1,082 | $155.6M | $6.4M |
| 2 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES JURGENSEN COMPANIES SALARIED RETIREMENT PLAN | CINCINNATI OH | 185 | $67.6M | $3.3M |
| 3 | DOERFER CORPORATION DOERFER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST |
WAVERLY IA |
| 341 |
| $40.0M |
| $1.8M |
| 4 | ISCO INDUSTRIES, INC. ISCO INDUSTRIES INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 744 | $90.6M | $1.7M |
| 5 | EFPR GROUP LLP EFPR GROUP LLP 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 146 | $33.7M | $915K |
| 6 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES PHR 401(K) PLAN FOR HOURLY EMPLOYEES | CINCINNATI OH | 283 | $18.1M | $895K |
| 7 | AURORA UNIVERSITY AURORA UNIVERSITY RETIREMENT PLAN | AURORA IL | 426 | $117.9M | $851K |
| 8 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $547K |
| 9 | LOCKHEED MARTIN GLOBAL, INC. LOCKHEED MARTIN SAVINGS PLAN FOR EMPLOYEES IN PUERTO RICO | BETHESDA MD | 492 | $12.0M | $478K |
| 10 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $410K |
