Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index Mutual fund in their Schedule of Assets, totaling $5.3M 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 | INTEVAC, INC. INTEVAC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 51 | $44.4M | $1.9M |
| 2 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $1.1M |
| 3 | EDWARDS BUSINESS MACHINES, INC. EDWARDS BUSINESS SYSTEMS 401K RETIREMENT PLAN |
WYOMISSING PA |
| 134 |
| $13.6M |
| $449K |
| 4 | MAXMARA USA, INC. MAXMARA USA, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 267 | $19.5M | $356K |
| 5 | KEB AMERICA, INC. KEB AMERICA, INC. 401(K) PLAN | SHAKOPEE MN | 125 | $16.2M | $350K |
| 6 | KDM SIGNS, INC. KDM SIGNS, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 200 | $19.0M | $343K |
| 7 | DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD KS | 596 | $57.7M | $268K |
| 8 | BRR ARCHITECTURE, INC. BRR ARCHITECTURE, INC. PROFIT SHARING 401(K) PLAN | WEST DES MOINES IA | 294 | $40.8M | $268K |
| 9 | CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED CLOVERNOOK CENTER FOR THE BLIND RETIREMENT SAVINGS PLAN | CINCINNATI OH | 89 | $7.5M | $114K |
| 10 | AGREX INC. AGREX INC. 401(K) PLAN | OVERLAND PARK KS | 106 | $21.7M | $111K |
