Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ISHARES RUSSELL SMALLMID IDX K in their Schedule of Assets, totaling $1.4M 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 | ANCILE SOLUTIONS, INC. ANCILE SOLUTIONS, INC. 401(K) PLAN | ELKRIDGE MD | 67 | $23.8M | $1.0M |
| 2 | DSI HOLDINGS CORPORATION DSI HOLDINGS CORPORATION 401(K) PLAN | DOWNERS GROVE IL | 371 | $12.6M | $186K |
| 3 | NEIGHBORHOOD HEALTH NEIGHBORHOOD HEALTH EMPLOYEES SAVINGS PLAN |
ALEXANDRIA VA |
| 309 |
| $14.3M |
| $128K |
| 4 | SPORTSCARE INSTITUTE INC. SPORTSCARE 401(K) PLAN | EAST HANOVER NJ | 289 | $14.2M | $62K |
| 5 | MOLLERTECH, LLC MOLLERTECH, LLC 401(K) PROFIT SHARING PLAN | MACOMB MI | 440 | $6.6M | $12K |
