Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares Russell Small/Mid-Cap Index Fund Class K Mutual Fund in their Schedule of Assets, totaling $117K 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 | NEIGHBORHOOD DEFENDER SERVICE, INC. NEIGHBORHOOD DEFENDER SERVICE, INC. TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 331 | $15.9M | $43K |
| 2 | ATLANTA FORK LIFTS, INC. ATLANTA FORK LIFTS, INC. 401(K) PROFIT SHARING PLAN | SUWANEE GA | 455 | $25.1M | $38K |
| 3 | OPTOMI, LLC OPTOMI, LLC 401(K) PLAN |
ATLANTA GA |
| 2,813 |
| $12.3M |
| $36K |
