Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Russell 2000 Small-Cap Index Fund Mutual fund in their Schedule of Assets, totaling $697K 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 | BUILDING & EARTH SCIENCES, INC. BUILDING & EARTH SCIENCES, INC. 401(K) PLAN | IRONDALE AL | 257 | $15.0M | $465K |
| 2 | ADTRAV CORPORATION ADTRAV CORPORATION 401(K) RETIREMENT PLAN | HOOVER AL | 268 | $8.9M | $233K |