Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Blackrock Mid-Cap Value Fund in their Schedule of Assets, totaling $3.2M 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 | LIPSCOMB UNIVERSITY LIPSCOMB UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NASHVILLE TN | 1,231 | $152.2M | $1.8M |
| 2 | UE MANAGEMENT LLC UE MANAGEMENT 401(K) PLAN | MAYWOOD NJ | 103 | $32.1M | $1.0M |
| 3 | HARMONIA HOLDINGS GROUP, LLC HARMONIA HOLDINGS GROUP, LLC 401(K) PLAN |
MCLEAN VA |
| 395 |
| $37.1M |
| $166K |
| 4 | HUGHES GROUP, INC. HUGHES GROUP, INC. 401(K) PLAN | JEFFERSONVILLE IN | 180 | $12.1M | $142K |
| 5 | ONAPSIS INC. ONAPSIS INC. 401K AND PROFIT SHARING PLAN | BOSTON MA | 92 | $8.4M | $22K |
| 6 | BALLARD MACK SALES & SERVICE, INC. BALLARD MACK SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN | WORCESTER MA | 220 | $18.0M | $10K |
| 7 | LINK SOLUTIONS, INC. LINK SOLUTIONS, INC. 401(K) PLAN | MCLEAN VA | 103 | $6.5M | $1K |
| 8 | PENTEGRA SERVICES, INC. SELIGMAN GROUP RETIREMENT PLAN | WHITE PLAINS NY | 121 | $13.9M | $1K |