Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index K Registered Investment Company in their Schedule of Assets, totaling $4.3M 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 | COMPUTERCRAFT CORPORATION COMPUTERCRAFT 401(K) PLAN | WASHINGTON DC | 83 | $13.8M | $1.7M |
| 2 | MARKET OF CHOICE, INC. MARKET OF CHOICE 401(K) PLAN | EUGENE OR | 755 | $39.0M | $559K |
| 3 | CCH HEALTHCARE LLC CCH HEALTHCARE RETIREMENT PLAN |
| 1,459 |
| $3.2M |
| $455K |
| 4 | LTI TECHNOLOGY SOLUTIONS LTI TECHNOLOGY SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST | OMAHA NE | 131 | $17.9M | $452K |
| 5 | SANS TECHNICAL FIBERS, LLC SANS TECHNICAL FIBERS, LLC RETIREMENT SAVINGS PLAN | STONEVILLE NC | 317 | $4.6M | $235K |
| 6 | OPENROAD TRANSPORTATION, INC OPENROAD TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | DALLAS OR | 153 | $11.3M | $232K |
| 7 | HEARTLAND REALTY INVESTORS, INC. HEARTLAND REALTY INVESTORS, INC. PROFIT SHARING PLAN & TRUST | MINNEAPOLIS MN | 119 | $8.1M | $214K |
| 8 | AGILITECH AGILITECH 401K PROFIT SHARING PLAN | BAKERSFIELD CA | 89 | $12.4M | $145K |
| 9 | JANIE AND JACK, LLC JANIE AND JACK, LLC 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 680 | $15.2M | $106K |
| 10 | ASSEMI GROUP, INC. ASSEMI GROUP, INC. RETIREMENT PLAN | FRESNO CA | 100 | $11.2M | $106K |