Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Russell Small/Mid Cap Index II in their Schedule of Assets, totaling $11.0M 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 | TRANSCONTINENTAL US, LLC SAVINGS PLAN FOR TRANSCONTINENTAL US, LLC AND CERTAIN OF ITS AFFILIATES | CHICAGO IL | 2,003 | $185.6M | $11.0M |
