Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Russell Top 200 Growth ETF in their Schedule of Assets, totaling $9.0M 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 | SOUTHERN BANK AND TRUST COMPANY SOUTHERN BANK AND TRUST COMPANY PENSION PLAN | MOUNT OLIVE NC | 141 | $90.7M | $6.3M |
| 2 | 3V SIGMA USA INC. 3V SIGMA USA INC. PROFIT SHARING / 401K PLAN | GEORGETOWN SC | 162 | $17.6M | $2.4M |
| 3 | THE BRIDGEPORT FIREMEN'S SICK AND DEATH BENEFIT ASSOCIATION, INC. |
MILFORD CT |
| 272 |
| $2.4M |
| $239K |
| 4 | FULLSTACK, INC. FULLSTACK INC. 401(K) PLAN | INDIANAPOLIS PA | 823 | $27.6M | $95K |
