Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding ISHARES RUSSELL 2000 SML-CP K MUTUAL FUNDS in their Schedule of Assets, totaling $10.5M 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 | APPIAN CORPORATION APPIAN CORPORATION 401(K) PLAN | MCLEAN VA | 1,339 | $237.6M | $4.3M |
| 2 | MCGARD LLC L . D. MCCAULEY/MCGARD RETIREMENT PLAN | ORCHARD PARK NY | 638 | $58.9M | $2.6M |
| 3 | MATERNAL AND FAMILY HEALTH SERVICES MATERNAL AND FAMILY HEALTH SERVICES RETIREMENT SAVINGS PLAN |
WILKES BARRE PA |
| 185 |
| $19.1M |
| $894K |
| 4 | AAAG HOLDINGS, INC. AAAG HOLDINGS, INC. 401(K) PLAN | CARMEL IN | 2,833 | $14.1M | $729K |
| 5 | WINDY CITY WIRE, CABLE AND TECHNOLOGY PRODUCTS, LLC WINDY CITY WIRE 401(K) PLAN | BOLINGBROOK IL | 319 | $29.0M | $660K |
| 6 | ALAN RITCHEY, INC. ALAN RITCHEY, INC. EMPLOYEE PROFIT SHARING PLAN | VALLEY VIEW TX | 619 | $21.7M | $338K |
| 7 | CHARLES L HEATON, MD. PA HEATON EYE ASSOCIATES RETIREMENT PLAN | TYLER TX | 214 | $14.9M | $298K |
| 8 | SONIC FOUNDRY, INC. SONIC FOUNDRY, INC. PROFIT SHARING PLAN | MADISON WI | 108 | $16.5M | $264K |
| 9 | RG5 LLC RG5 LLC 401K PLAN | FAIRFAX VA | 74 | $33.8M | $203K |
| 10 | BERRY AVIATION, INC. BERRY AVIATION, INC. PROFIT SHARING 401(K) PLAN | SAN MARCOS TX | 310 | $11.1M | $132K |
