Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding iShares Russell Small/Mid-Cap Index Fund Mutual fund in their Schedule of Assets, totaling $3.8M 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 | GLASSDOOR LLC GLASSDOOR LLC 401(K) PLAN | MILL VALLEY CA | 643 | $113.5M | $1.9M |
| 2 | MARKI MICROWAVE, INC. MARKI MICROWAVE RETIREMENT PLAN | MORGAN HILL CA | 157 | $18.3M | $780K |
| 3 | TIME USA, LLC TIME SAVINGS AND INVESTMENT PLAN | NEW YORK |
| 184 |
| $45.3M |
| $672K |
| 4 | C4 THERAPEUTICS, INC. C4 THERAPEUTICS, INC. 401(K) PLAN | WATERTOWN MA | 111 | $26.0M | $420K |
| 5 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $54K |
| 6 | B & F MACHINE CO INC B & F MACHINE CO INC 401(K) PROFIT SHARING PLAN | NEW BRITAIN CT | 228 | $20.6M | $10K |
| 7 | KIZAN TECHNOLOGIES, LLC KIZAN TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 113 | $12.2M | $6K |
