Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MassMutual Ishares Russell 2000 SM CAP IX K in their Schedule of Assets, totaling $395K 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 | RICHARD LEE AVERITTE, JR., PLLC DBA AFFILIATED DERMATOLOGY AFFILIATED DERMATOLOGY 401(K) PLAN | SCOTTSDALE AZ | 148 | $8.1M | $395K |
