Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index K Mutual Funds in their Schedule of Assets, totaling $7.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROENERGY SERVICE LLC PROENERGY SERVICE 401(K) PLAN | SEDALIA MO | 554 | $39.3M | $1.8M |
| 2 | GTT AMERICAS, LLC GTT AMERICAS 401(K) PLAN | ARLINGTON VA | 647 | $76.2M | $1.6M |
| 3 | J-W POWER COMPANY J-W POWER COMPANY EMPLOYEE PROFIT SHARING TRUST AND 401(K) PLAN |
ADDISON TX |
| 605 |
| $119.4M |
| $1.2M |
| 4 | CLOUD SPORTS DATA LLC SPORTRADAR US LLC RETIREMENT PLAN | MINNEAPOLIS MN | 621 | $28.9M | $949K |
| 5 | USG MANAGEMENT SERVICES OF FLORIDA, INC. USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN | TAMPA FL | 219 | $16.5M | $371K |
| 6 | EYE CENTERS OF AMERICA, LLC EYE CENTERS OF AMERICA 401(K) | BLOOMFIELD NJ | 363 | $15.1M | $238K |
| 7 | EBW ELECTRONICS, INC. EBW ELECTRONICS, INC. 401K PLAN | HOLLAND MI | 144 | $8.4M | $202K |
| 8 | CHRISTOPHER MORGAN, LLC CHRISTOPHER MORGAN, LLC 401(K) SAVINGS PLAN | NEW BERLIN WI | 73 | $7.3M | $170K |
| 9 | HANCOCK ROOFING & CONSTRUCTION, LLC DBA HANCOCK CLAIMS CONSULTANTS JOHN B HANCOCK 401(K) PLAN | ALPHARETTA GA | 227 | $4.8M | $128K |
| 10 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $108K |
