Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares Russell 2000 SmCap Ind Inv A iShares 0 in their Schedule of Assets, totaling $2.2M 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 | OPHTHALMIC CONSULTANTS OF LONG ISLAND OPHTHALMIC CONSULTANTS OF LONG ISLAND 401K PLAN | GARDEN CITY NY | 1,096 | $78.4M | $1.2M |
| 2 | UNEX CORP UNEX CORP 401(K) PROFIT SHARING PLAN AND TRUST | MAHWAH NJ | 303 | $26.8M | $324K |
| 3 | ARLA FOODS, INC. ARLA FOODS, INC 401(K) PLAN |
BASKING RIDGE NJ |
| 323 |
| $21.2M |
| $186K |
| 4 | NEW YORK CITY MISSION SOCIETY NEW YORK CITY MISSION SOCIETY 403(B) PLAN | NEW YORK NY | 74 | $4.8M | $156K |
| 5 | INOAC USA, INC. INOAC USA 401(K) SAVINGS PLAN | BARDSTOWN KY | 1,145 | $89.2M | $129K |
| 6 | HUGHES ANDERSON HEAT EXCHANGERS, INC. HUGHES ANDERSON SAVINGS & PS PLAN | TULSA OK | 119 | $15.9M | $64K |
| 7 | HYDE PARK RESTAURANT SYSTEMS, INC. HYDE PARK RESTAURANT SYSTEMS, INC. 401(K) RETIREMENT SAVINGS PLAN | BEACHWOOD OH | 125 | $2.5M | $62K |
| 8 | SCHNELLECKE LOGISTICS USA, LLC SCHNELLECKE LOGISTICS USA, LLC 401(K) PLAN | CHATTANOOGA TN | 1,932 | $7.5M | $54K |
| 9 | LOCKWOOD PARTNERS, LLC LOCKWOOD PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 42 | $6.0M | $8K |
| 10 | TRADE FINANCE INTERNATIONAL, INC. TUFTCO CORPORATION 401(K) PLAN | CHATTANOOGA TN | 191 | $5.9M | $4K |
