Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Blackrock Mid-Cap Value Institutional in their Schedule of Assets, totaling $11.9M 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 | ONEONCOLOGY, LLC ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN | NASHVILLE TN | 7,980 | $584.7M | $4.9M |
| 2 | EXCEL ENGINEERING, INC. EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC WI | 327 | $80.5M | $2.6M |
| 3 | CALGON CARBON CORPORATION CALGON CARBON CORPORATION THRIFT/SAVINGS PLAN |
MOON TOWNSHIP PA |
| 891 |
| $164.8M |
| $2.4M |
| 4 | QUALAWASH HOLDINGS, LLC QUALAWASH HOLDINGS, LLC 401(K) RETIREMENT PLAN | TAMPA FL | 2,421 | $87.9M | $822K |
| 5 | GAINSCO, INC. GAINSCO, INC. 401(K) PLAN | RICHARDSON TX | 614 | $33.3M | $411K |
| 6 | TWIN CITIES HABITAT FOR HUMANITY, INC. TWIN CITIES HABITAT FOR HUMANITY, INC. 401(K) PLAN | ST PAUL MN | 179 | $11.1M | $353K |
| 7 | JOHNSON ENGINEERING, LLC JOHNSON ENGINEERING, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 134 | $14.9M | $233K |
| 8 | OPERATIONS PATHWAY SYSTEMS, L.P. OPERATIONS PATHWAY SYSTEMS L.P. RETIREMENT SAVINGS PLAN | FORT WORTH TX | 371 | $22.8M | $163K |
| 9 | DART BANK DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MASON MI | 291 | $31.0M | $31K |
| 10 | HEARTLAND STEEL HOLDINGS, LLC HEARTLAND STEEL 401(K) PLAN | MARYSVILLE MI | 223 | $5.1M | $15K |
