Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Blackrock Mid Cap Growth Mutual Fund in their Schedule of Assets, totaling $5.1M 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 | ORA ORTHOPEDICS, P.C. ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN | BETTENDORF IA | 399 | $78.0M | $2.7M |
| 2 | WHITEMAN OSTERMAN & HANNA LLP WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 161 | $104.8M | $1.5M |
| 3 | WESTLIE MOTOR COMPANY |
MINOT ND |
| 186 |
| $11.3M |
| $519K |
| 4 | T2 FINANCIAL LLC T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 830 | $15.7M | $218K |
| 5 | W. ATLEE BURPEE AND COMPANY THE BURPEE RETIREMENT SAVINGS PLAN | WARMINSTER PA | 171 | $19.1M | $106K |
| 6 | SYNERGY SERVICES INC. SYNERGY SERVICES INC. 401(K) PLAN | PARKVILLE MO | 211 | $3.2M | $84K |
