Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLKRK MIDCAP GRTH IS Mutual fund in their Schedule of Assets, totaling $1.9M 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 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 804 | $148.7M | $810K |
| 2 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 802 | $185.5M | $788K |
| 3 | JOHNSON LAMBERT LLP JOHNSON LAMBERT LLP 401(K) PLAN | RALEIGH |
| 237 |
| $50.3M |
| $258K |