Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares Russell 2000 Sml-Cp K in their Schedule of Assets, totaling $1.3M 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 | HERC-U-LIFT, INC. HERC-U-LIFT, INC. PROFIT SHARING SAVINGS FOR RETIREMENT PLAN | MAPLE PLAIN MN | 219 | $21.7M | $713K |
| 2 | LANDESBANK HESSEN-THURINGEN GIROZENTRALE LANDESBANK HESSEN-THURINGEN GIROZENTRALE - NEW YORK BRANCH 401(K) PLAN & TRUST | NEW YORK NY | 95 | $74.9M | $472K |
| 3 | NFA CORPORATION |
CUMBERLAND RI |
| 186 |
| $11.4M |
| $60K |
| 4 | GREAT LAKES WINE AND SPIRITS, LLC GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038 | HIGHLAND PARK MI | 353 | $13.3M | $40K |
| 5 | MADDEN CONTRACTING COMPANY, LLC MADDEN CONTRACTING 401(K) PLAN | SIBLEY LA | 827 | $30.2M | $35K |
| 6 | PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN | MUSCLE SHOALS AL | 1,444 | $68.2M | $7K |