Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Russell 2000 Small-Cap Index Mutual funds in their Schedule of Assets, totaling $1.1M 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 | VISTECH MANUFACTURING SOLUTIONS, LLC VISTECH MANUFACTURING SOLUTIONS, LLC 401(K) PLAN | MODESTO OH | 455 | $19.5M | $452K |
| 2 | AUGUSTINE CONSULTING, INC. AUGUSTINE CONSULTING, INC. 401(K) PLAN & TRUST | HAMILTON NJ | 168 | $18.4M | $374K |
| 3 | VETERANS OF FOREIGN WARS OF THE UNITED STATES |
KANSAS CITY MO |
| 186 |
| $28.9M |
| $120K |
| 4 | ATWOOD DISTRIBUTING, L.P. ATWOOD DISTRIBUTING 401(K) PROFIT SHARING PLAN | ENID OK | 1,207 | $14.4M | $120K |
| 5 | DON'S MOBILE GLASS, INC. DON'S MOBILE GLASS INC. PROFIT SHARING 401(K) PLAN | MODESTO CA | 179 | $7.5M | $75K |
