Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock iShares Mid-Cap Ind Fund Mutual Fund in their Schedule of Assets, totaling $4.6M 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 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $4.5M |
| 2 | I.M. SULZBACHER CENTER FOR THE HOMELESS IM SULZBACHER CENTER FOR THE HOMELESS 403(B) PLAN | JACKSONVILLE FL | 133 | $2.6M | $66K |
| 3 | SUMMIT MEDICAL, LLC. |
ST. PAUL MN |
| 132 |
| $8.5M |
| $14K |
