Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares: Russell 2000 Small Cap K in their Schedule of Assets, totaling $5.6M 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 | THORNTON TOMASETTI, INC. THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,237 | $468.6M | $4.4M |
| 2 | SAMSUNG C&T AMERICA, INC. SAMSUNG C&T AMERICA, INC. RETIREMENT SAVINGS PLAN | RIDGEFIELD PARK NJ | 439 | $29.6M | $1.1M |
| 3 | ADIR INTERNATIONAL, LLC DBA CURACAO |
LOS ANGELES CA |
| 1,007 |
| $28.6M |
| $29K |
| 4 | FLACK STEEL LLC FLACK GLOBAL METALS 401(K) PLAN | CLEVELAND OH | 479 | $14.1M | $13K |
