Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares Russell 2000 Small Cap Index Registered investment company (y) in their Schedule of Assets, totaling $1.5M 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 | WRIGHT-PATT CREDIT UNION, INC. WRIGHT-PATT CREDIT UNION, INC. 401(K) PLAN AND TRUST | BEAVERCREEK OH | 1,429 | $137.8M | $1.1M |
| 2 | O'NEIL & ASSOCIATES, INC. O'NEIL & ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | MIAMISBURG OH | 172 | $17.4M | $370K |
