Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares Tr Russell 2000 in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE NY | 477 | $156.9M | $3.2M |
| 2 | THE DAY PUBLISHING COMPANY, INC. THE DAY PUBLISHING COMPANY TRUSTEED PENSION PLAN | NEW LONDON CT | 30 | $14.5M | $495K |
| 3 | CHURCH HOMES, INC., CONGREGATIONAL |
HARTFORD CT |
| 182 |
| $12.0M |
| $248K |
