Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index K Mutual fund N/A in their Schedule of Assets, totaling $2.3M 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 | THE PROPHET CORPORATION THE PROPHET CORPORATION TAX DEFERRED SAVINGS PLAN & TRUST | OWATONNA MN | 157 | $10.7M | $678K |
| 2 | KTI INC. KTI INC. 401(K) PROFIT SHARING PLAN AND TRUST | RIALTO CA | 772 | $28.8M | $574K |
| 3 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN |
MIDLAND TX |
| 234 |
| $32.0M |
| $517K |
| 4 | LEHIGH HEAVY FORGE CORPORATION LEHIGH HEAVY FORGE CORPORATION UNION 401(K) SAVINGS PLAN & TRUST | BETHLEHEM PA | 123 | $12.1M | $427K |
| 5 | LAND VIEW, INC. LAND VIEW, INC. 401(K) PROFIT SHARING PLAN | RUPERT ID | 259 | $21.8M | $56K |
| 6 | BURGESS CONSTRUCTION CONSULTANTS, INC. BURGESS CONSTRUCTION CONSULTANTS, INC. 401(K) PLAN | FAIRVIEW TX | 242 | $5.5M | $54K |
| 7 | 8G SOLUTIONS LLC 8G SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | ENGLEWOOD CO | 66 | $3.7M | $33K |
