Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Russell 2000 Sml-Cp Gm 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 | PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN | MUSCLE SHOALS AL | 1,444 | $68.2M | $3.3M |
| 2 | MADDEN CONTRACTING COMPANY, LLC MADDEN CONTRACTING 401(K) PLAN | SIBLEY LA | 827 | $30.2M | $1.3M |
| 3 | HERC-U-LIFT, INC. HERC-U-LIFT, INC. PROFIT SHARING SAVINGS FOR RETIREMENT PLAN | MAPLE PLAIN MN | 219 | $21.7M | $704K |
| 4 | NFA CORPORATION NFA CORPORATION 401(K) PROTECTION AND SAVINGS PLAN | CUMBERLAND RI | 186 | $11.4M | $272K |
| 5 | HAMRICKS, INC. HAMRICKS CORPORATION 401(K) RETIREMENT PLAN | GAFFNEY SC | 559 | $11.2M | $45K |