Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding iShares Russell 2000 Small‐Cap Index K Mutual Fund in their Schedule of Assets, totaling $12.6M 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 | JAC PRODUCTS, INC. JAC PRODUCTS, INC. 401(K) RETIREMENT SAVINGS PLAN | SALINE MI | 1,048 | $53.5M | $2.3M |
| 2 | RAYONIER INC. RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES | WILDLIGHT FL | 335 | $122.7M | $1.9M |
| 3 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN |
HACKENSACK NJ |
| 361 |
| $136.5M |
| $959K |
| 4 | ALCAL INDUSTRIES, INC. ALCAL INDUSTRIES, INC. 401(K) SAVINGS PLAN AND TRUST | HAYWARD CA | 285 | $24.8M | $708K |
| 5 | FOWLER PROPERTY ACQUISITIONS, LLC FOWLER PROPERTY ACQUISITIONS, LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 171 | $22.2M | $697K |
| 6 | PACIFIC BELLS, INC. PACIFIC BELLS, INC. EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 8,318 | $19.6M | $580K |
| 7 | ABLE ROOFING, LLC ABLE ROOFING 401(K) & PROFIT SHARING PLAN | COLUMBUS OH | 203 | $11.9M | $531K |
| 8 | FOULKE MANAGEMENT CORPORATION FOULKE MANAGEMENT CORPORATION, INCORPORATED 401(K) PLAN | MT EPHRAIM NJ | 360 | $21.5M | $499K |
| 9 | FAIRWOOD BRANDS, LLC FAIRWOOD BRANDS 401(K) PLAN | COLUMBUS OH | 417 | $12.3M | $486K |
| 10 | STATES LOGISTICS SERVICES, INC. STATES LOGISTICS 401(K) PLAN | BUENA PARK CA | 749 | $17.5M | $464K |
