Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares Russell Small/Mid-Cap Index K in their Schedule of Assets, totaling $1.5M 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 | PENNSYLVANIA MACHINE WORKS, LLC. PMW 401(K) PLAN | ASTON PA | 298 | $37.9M | $589K |
| 2 | ZO SKIN HEALTH, INC. ZO SKIN HEALTH, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 327 | $20.7M | $386K |
| 3 | POWER SALES & ADVERTISING, INC. POWER SALES & ADVERTISING, INC. 401(K) PLAN |
LENEXA KS |
| 156 |
| $10.0M |
| $279K |
| 4 | EARTHLINK, LLC EARTHLINK 401(K) PROFIT SHARING PLAN | ATLANTA GA | 271 | $12.7M | $124K |
| 5 | FABER, COE & GREGG, INC. FABER, COE & GREGG 401(K) PLAN | SECAUCUS NJ | 321 | $2.7M | $71K |
| 6 | BUDNEY OVERHAUL & REPAIR, LTD BUDNEY OVERHAUL & REPAIR, LTD EMPLOYEE RETIREMENT PLAN | BERLIN CT | 145 | $7.2M | $5K |
