Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding BlackRock Mid-Cap Value K in their Schedule of Assets, totaling $4.0M 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 | NATIONAL SERVICE SOURCE INC. DBA USSI GLOBAL 401(K) PLAN | MELBOURNE FL | 206 | $17.5M | $1.3M |
| 2 | LX HAUSYS AMERICA, INC. LX HAUSYS AMERICA, INC. SAVINGS PLAN | ALPHARETTA GA | 513 | $25.5M | $564K |
| 3 | HARMONY HEALTHCARE LONG ISLAND HARMONY HEALTHCARE LONG ISLAND 401(K) PROFIT SHARING PLAN AND T |
GARDEN CITY NY |
| 330 |
| $16.3M |
| $442K |
| 4 | GLS INDUSTRIES, INC. GLS INDUSTRIES, INC. 401(K) PLAN | ROCHESTER MN | 106 | $12.8M | $314K |
| 5 | TOWNSEND INDUSTRIES, INC. TOWNSEND INDUSTRIES, INC. PROFIT SHARING PLAN | BAKERSFIELD CA | 158 | $6.6M | $258K |
| 6 | TOWNSEND INDUSTRIES, INC. TOWNSEND INDUSTRIES, INC. PROFIT SHARING PLAN | BAKERSFIELD CA | 191 | $6.6M | $239K |
| 7 | BLUE-GRACE LOGISTICS, LLC BLUE-GRACE LOGISTICS 401(K) PLAN | RIVERVIEW FL | 498 | $14.2M | $197K |
| 8 | METRO MINI STORAGE METRO MINI STORAGE RETIREMENT PLAN | PELHAM AL | 377 | $8.6M | $161K |
| 9 | THRIVE BEHAVIORAL HEALTH INC. THRIVE BEHAVIORAL HEALTH INC. PENSION PLAN | WARWICK RI | 277 | $13.0M | $148K |
| 10 | APTIVE RESOURCES, LLC APTIVE RESOURCES 401(K) | ALEXANDRIA VA | 493 | $22.2M | $115K |
