Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding iShares Russell 2000 SML-CP K Mutual fund in their Schedule of Assets, totaling $5.9M 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 | APPIAN CORPORATION APPIAN CORPORATION 401(K) PLAN | MCLEAN VA | 1,339 | $237.6M | $4.3M |
| 2 | BATTALION OIL CORPORATION BATTALION OIL CORPORATION 401(K) PLAN RETIREMENT PLAN | HOUSTON TX | 39 | $17.6M | $622K |
| 3 | ENSTRUCTURE LLC ENSTRUCTURE 401(K) PLAN |
WELLESLEY MA |
| 1,438 |
| $30.6M |
| $388K |
| 4 | FIRST QUALITY MAINTENANCE II, LLC FIRST QUALITY MAINTENANCE II, LLC 401(K) | NEW YORK NY | 293 | $12.7M | $302K |
| 5 | SUNLIGHT PEAK, LLLP DBA SAK LLC SAK 401(K) PLAN | OFALLON MO | 619 | $40.1M | $235K |
| 6 | SAK CONSTRUCTION, LLC SAK CONSTRUCTION, LLC AND SUBSIDIARIES 401(K) PLAN | OFALLON MO | 485 | $25.5M | $122K |
| 7 | APEX MARITIME CO., INC. APEX MARITIME CO., INC. 401(K) PROFIT SHARING PLAN | BURLINGAME CA | 100 | $30.6M | $7K |
