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 in their Schedule of Assets, totaling $4.1M 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 | SOLOMONEDWARDSGROUP, LLC SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | WAYNE PA | 394 | $38.4M | $1.2M |
| 2 | TED BRITT FORD SALES, INC. TED BRITT FORD SALES, INC. 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 318 | $29.8M | $567K |
| 3 | RAINFOREST ALLIANCE INC. |
NEW YORK NY |
| 91 |
| $18.6M |
| $554K |
| 4 | DEPATIE FLUID POWER COMPANY DEPATIE FLUID POWER COMPANY EMPLOYEE 401(K) PLAN | PORTAGE MI | 242 | $15.5M | $492K |
| 5 | PELLA MID-ATLANTIC INC. PELLA MID-ATLANTIC, INC. 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 183 | $19.1M | $479K |
| 6 | AMERICAN INTEGRITY INSURANCE GROUP, LLC AMERICAN INTEGRITY 401(K) PLAN | TAMPA FL | 284 | $20.2M | $210K |
| 7 | MID-CONTINENT ENGINEERING HOLDINGS, LLC MID-CONTINENT ENGINEERING HOLDINGS, LLC RETIREMENT SAVINGS PLAN AND TRUST | MINNEAPOLIS MN | 85 | $10.8M | $157K |
| 8 | NORTH FLORIDA SALES TRIPLE P DISTRIBUTING CO., INC. NORTH FLORIDA SALES 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 249 | $9.5M | $121K |
| 9 | HOLLIS SEUNARINE MDPA LLC HOLLIS SEUNARINE MDPA LLC 401(K) PROFIT SHARING PLAN & TRUST | HUNT VALLEY MD | 140 | $16.9M | $98K |
| 10 | CONSTELLIUM AUTOMOTIVE USA, LLC CONSTELLIUM AUTOMOTIVE USA 401(K) RETIREMENT PLAN | VAN BUREN MI | 624 | $23.7M | $98K |
