Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Russell Small/Mid-Cap Index Fund Class K " in their Schedule of Assets, totaling $12.6M 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 | ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN | ALTAMONTE SPRINGS FL | 3,853 | $332.4M | $12.2M |
| 2 | DYMA BRANDS, INC. DYMA BRANDS 401(K) PLAN | ATLANTA GA | 461 | $25.6M | $201K |
| 3 | TOMPKINS CONSOLIDATED AREA TRANSIT, INC. TCAT, INC. EMPLOYEE RETIREMENT PLAN |
ITHACA NY |
| 119 |
| $7.2M |
| $156K |
| 4 | PIONEER BANK PIONEER BANK 401(K) PLAN | ROSWELL NM | 156 | $6.8M | $47K |
