Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SEI Trust Company Principal/BlackRock Russell 2000 Index CIT TR in their Schedule of Assets, totaling $4.3M 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 | WARRIOR MET COAL, INC WARRIOR MET COAL, INC. SALARIED 401(K) PLAN | BROOKWOOD AL | 557 | $56.0M | $2.8M |
| 2 | K-VA-T-FOOD STORES, INC. K-VA-T 401(K) PLAN | ABINGDON VA | 14,576 | $191.3M | $1.1M |
| 3 | BENECARD SERVICES, INC. BENECARD 401(K) PLAN |
| 471 |
| $46.8M |
| $431K |
