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 Mutual Fund in their Schedule of Assets, totaling $880K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FORMLABS, INC. FORMLABS RETIREMENT TRUST | SOMERVILLE MA | 388 | $17.8M | $475K |
| 2 | CALIFORNIA RURAL INDIAN HEALTH BOARD, INC. CRIHB 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 86 | $6.4M | $162K |
| 3 | VALLEY PROFESSIONALS COMMUNITY HEALTH CENTER, INC. VPCHC 403B PLAN |
CLINTON IN |
| 274 |
| $10.5M |
| $108K |
| 4 | PREMIER MARINE LLC PREMIER MARINE, LLC 401(K) PLAN | BIG LAKE MN | 144 | $3.2M | $87K |
| 5 | AXLE LOGISTICS, LLC AXLE LOGISTICS 401(K) PLAN | KNOXVILLE TN | 488 | $14.3M | $46K |
| 6 | BUFFALO RUN CASINO BUFFALO RUN CASINO 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI OK | 148 | $1.7M | $2K |
