Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock Mid-Cap Growth Equity Instl Registered Investment Company in their Schedule of Assets, totaling $5.2M 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 | NAGRA USA, LLC NAGRA USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 263 | $101.9M | $2.3M |
| 2 | TOPEL FORMAN, L.L.C. TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | CHICAGO IL | 177 | $32.8M | $1.9M |
| 3 | JBR, INC. JBR, INC. 401(K) PLAN |
LINCOLN CA |
| 308 |
| $18.6M |
| $367K |
| 4 | VISALIA MEDICAL CLINIC, INC. VISALIA MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN | VISALIA CA | 54 | $89.4M | $308K |
| 5 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. JOHNSON, POPE PROFIT SHARING PLAN AND TRUST | TAMPA FL | 172 | $71.3M | $218K |
| 6 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $149K |
| 7 | CALIFIA FARMS, LLC CALIFIA FARMS, LLC 401(K) PLAN | LOS ANGELES CA | 307 | $25.9M | $3K |
