Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Russell Small/Mid-Cap Index Fund in their Schedule of Assets, totaling $522K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN CRUISE LINES, INC. AMERICAN CRUISE LINES, INC. 401(K) PROFIT SHARING PLAN | GUILFORD CT | 1,358 | $14.8M | $222K |
| 2 | CRIDER, INC. CRIDER, INC. 401(K) AND PROFIT SHARING PLAN | STILLMORE GA | 797 | $10.1M | $220K |
| 3 | SARGENT & GREENLEAF, INC. SARGENT & GREENLEAF RETIREMENT PLAN |
SUGAR HILL GA |
| 161 |
| $6.2M |
| $40K |
| 4 | QMERIT ELECTRIFICATION, LLC QMERIT ELECTRIFICATION, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 401 | $4.6M | $29K |
| 5 | MAXEY TRAILERS MANUFACTURING, INC. MAXEY TRAILERS MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN | BROOKSTON TX | 286 | $2.2M | $11K |
