Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal/BlackRock** Russell 2000 Index 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES | DRAPER UT | 550 | $208.9M | $2.9M |
| 2 | TRUSTEES OF THE SEATTLE SYMPHONY PLAYERS PENSION PLAN SEATTLE SYMPHONY PLAYERS PENSION PLAN | SEATTLE WA | 85 | $29.7M | $874K |
| 3 | LEANIN' TREE, INC. |
BOULDER CO |
| 134 |
| $11.3M |
| $58K |
