Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding iShares Russell 2000 SmCap Ind K iShares 0 in their Schedule of Assets, totaling $9.7M 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 | BURRTEC WASTE INDUSTRIES, INC. BURRTEC RETIREMENT SAVINGS PLAN | FONTANA CA | 1,769 | $163.4M | $1.3M |
| 2 | ENVIRONMENTAL SCIENCE ASSOCIATES ENVIRONMENTAL SCIENCE ASSOCIATES 401K PLAN | SAN FRANCISCO CA | 719 | $85.7M | $960K |
| 3 | GENERON IGS, INC. GENERON IGS, INC. 401(K) RETIREMENT PLAN |
HOUSTON TX |
| 180 |
| $21.8M |
| $782K |
| 4 | VETERINARY INFORMATION NETWORK, INC. VETERINARY INFORMATION NETWORK 401(K) PROFIT SHARING PLAN AND TRUST | DAVIS CA | 197 | $24.1M | $654K |
| 5 | BENCHMARK FINANCIAL GROUP, INC. BENCHMARK GROUP 401(K) PLAN | AMHERST NY | 147 | $22.8M | $527K |
| 6 | AMERICARES FOUNDATION, INC. AMERICARES FOUNDATION, INC. DISC CONTRIB PLAN | STAMFORD CT | 277 | $36.9M | $509K |
| 7 | UNIVERSAL ATLANTIC SYSTEMS, INC. UAS 401(K) PROFIT SHARING PLAN AND TRUST | PAOLI PA | 133 | $7.3M | $504K |
| 8 | SEVEN CORNERS, INC. SEVEN CORNERS, INC. 401(K) PS PLAN AND TRUST | CARMEL IN | 132 | $13.3M | $497K |
| 9 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN | NEW LONDON CT | 278 | $40.3M | $407K |
| 10 | KOCH FOODS, INC. KOCH MEAT CO., INC. 401(K) PLAN | PARK RIDGE IL | 7,046 | $101.5M | $361K |
