Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Blackrock iShares Russell Mid-Cap Index Fund in their Schedule of Assets, totaling $10.2M 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 | JOHN B. SANFILIPPO & SON, INC. JOHN B SANFILIPPO & SON, INC. 401(K) PLAN | ELGIN IL | 1,732 | $127.1M | $4.3M |
| 2 | ALLIANCE FRANCHISE BRANDS LLC ALLIANCE FRANCHISE BRANDS LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN | PLYMOUTH MI | 186 | $23.0M | $983K |
| 3 | SID PETERSON MEMORIAL HOSPITAL |
KERRVILLE TX |
| 1,298 |
| $67.3M |
| $843K |
| 4 | PACIFICA HOTEL COMPANY PACIFICA HOTELS 401(K) PLAN AND TRUST | ALISO VIEJO CA | 937 | $12.7M | $787K |
| 5 | PACKAGING MACHINERY MANUFACTURERS INSTITUTE PACKAGING MACHINERY MANUFACTURERS INSTITUTE 401(K) AND PROFIT SHARING PLAN | HERNDON VA | 119 | $42.5M | $726K |
| 6 | DELTA TRAK, INC. DELTA TRAK, INC. 401(K) PSP AND TRUST | PLEASANTON CA | 111 | $5.3M | $509K |
| 7 | WOODSTOCK STERILE SOLUTIONS, INC. WOODSTOCK STERILE SOLUTIONS, INC. 401(K) PLAN | WOODSTOCK IL | 361 | $21.3M | $414K |
| 8 | DATAVOX, INC. DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 220 | $27.2M | $321K |
| 9 | GOODWILL INDUSTRIES OF MICHIANA, INC. 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. | SOUTH BEND IN | 671 | $14.3M | $290K |
| 10 | AVON OLD FARMS SCHOOL , INC. AVON OLD FARMS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | AVON CT | 194 | $56.2M | $268K |
