Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ETF (IJH) ISH CORE SP MID CAP Registered Investment Company in their Schedule of Assets, totaling $13.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BREMER FINANCIAL CORPORATION BREMER 401(K) PLAN | ST. PAUL MN | 1,435 | $346.0M | $6.6M |
| 2 | CHAI TRUST COMPANY, LLC D/B/A EQUITY GROUP INVESTMENTS CHAI TRUST COMPANY ADVANTAGE RETIREMENT SAVINGS PLAN | CHICAGO IL | 116 | $84.4M | $6.5M |
| 3 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 65 |
| $33.7M |
| $474K |
