Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index K Fund " in their Schedule of Assets, totaling $2.5M 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 | GIFT OF HOPE ORGAN & TISSUE DONOR NETWORK GIFT OF HOPE ORGAN & TISSUE DONOR NETWORK 403(B) PLAN | ITASCA IL | 418 | $51.0M | $1.6M |
| 2 | PRE CON, INC. J.L. WAUFORD, INC. 401(K) PLAN | CHESTER VA | 275 | $10.9M | $580K |
| 3 | TITAN ELECTRIC COMPANIES, LLC TITAN ELECTRIC 401(K) PLAN |
TAMPA FL |
| 403 |
| $15.1M |
| $134K |
| 4 | STONEWALL KITCHEN, LLC STONEWALL KITCHEN, LLC 401(K) PROFIT SHARING PLAN | YORK ME | 504 | $25.1M | $108K |
| 5 | CENTRAL VALLEY GMC D/B/A AFFINITY TRUCK CENTER THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFINITY TRUCK CENTER | FRESNO CA | 102 | $10.1M | $41K |
