Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares in their Schedule of Assets, totaling $8.8M 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 | KULITE SEMICONDUCTOR PRODUCTS, INC. RETIREMENT COMMITTEE KULITE SEMICONDUCTOR PRODUCTS, INC. EMPLOYEES' PROFIT SHARING AND SALARY REDUCTION PLAN | LEONIA NJ | 792 | $97.4M | $3.0M |
| 2 | WERNER CO. WERNER CO. EMPLOYEE SAVINGS PLAN | WEST MIDDLESEX PA | 800 | $104.1M | $2.1M |
| 3 | EDWARD ROSE BUILDING ENTERPRISE, LLC |
BLOOMFIELD HILLS MI |
| 2,481 |
| $104.6M |
| $1.4M |
| 4 | EDWARD ROSE & SONS EDWARD ROSE BUILDING ENTERPRISE 401(K) PLAN | BLOOMFIELD HILLS MI | 1,874 | $75.4M | $1.3M |
| 5 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $879K |
| 6 | NUNA BABY ESSENTIALS INC NUNA BABY ESSENTIALS INC 401 K PROFIT SHARING PLAN TRUST | MORGANTOWN PA | 259 | $21.1M | $62K |
| 7 | APEX DENTAL LABORATORY GROUP, LLC APEX DENTAL LABORATORY GROUP 401(K) PLAN | WACO TX | 321 | $7.3M | $27K |
