Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShs Russ 2000 SC Index K Fund in their Schedule of Assets, totaling $4.5M 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 | BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | WABASH IN | 171 | $35.5M | $2.5M |
| 2 | LA MESA RV CENTER, INC. LA MESA RV CENTER, INC. EMPLOYEES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,087 | $31.8M | $1.2M |
| 3 | J & H OIL COMPANY |
WYOMING MI |
| 754 |
| $12.6M |
| $257K |
| 4 | SUNSET HOME SUNSET HOME 403(B) RETIREMENT SAVINGS PLAN | QUINCY IL | 147 | $3.9M | $217K |
| 5 | MONROE MEDICAL FOUNDATION INC DBA MONROE COUNTY MEDICAL CENTER MONROE COUNTY MEDICAL CENTER RETIREMENT PLAN | TOMPKINSVILLE KY | 240 | $11.7M | $98K |
| 6 | TEAMVIEWER US, INC. TEAMVIEWER 401(K) PLAN | CLEARWATER FL | 271 | $21.9M | $73K |
| 7 | SUPERIOR INSURANCE PARTNERS, LLC SUPERIOR INSURANCE PARTNERS, LLC 401(K) PLAN | CHICAGO IL | 246 | $4.5M | $29K |
| 8 | EGLIN FEDERAL CREDIT UNION EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FT WALTON BEACH FL | 393 | $28.7M | $17K |
| 9 | BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH IN | 271 | $16.0M | $9K |
| 10 | STEAK N SHAKE INC. THE STEAK 'N SHAKE 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 1,052 | $17.5M | $707 |
