Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding GM iShares Russell Mid-Cap Index K iShares 0 in their Schedule of Assets, totaling $4.2M 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 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN | CHICAGO IL | 168 | $26.7M | $835K |
| 2 | BENCHMARK FINANCIAL GROUP, INC. BENCHMARK GROUP 401(K) PLAN | AMHERST NY | 147 | $22.8M | $740K |
| 3 | EDUKIDS, INC. BRIGHTPATH 401(K) PLAN |
| 2,614 |
| $14.1M |
| $571K |
| 4 | STANDARD OFFSET PRINTING CO, INC. STANDARD OFFSET PRINTING CO, INC. 401(K) PROFIT SHARING PLAN | LITITZ PA | 145 | $12.2M | $492K |
| 5 | TRIDENT CONSTRUCTION RESOURCE MANAGEMENT, LLC TRIDENT CONSTRUCTION RESOURCE MANAGEMENT PROFIT SHARING PLAN | CHARLESTON SC | 114 | $14.9M | $451K |
| 6 | ROBERT WALTERS ASSOCIATES, INC. ROBERT WALTERS ASSOCIATES INC. 401(K) PLAN | NEW YORK NY | 113 | $8.6M | $304K |
| 7 | CLOVER FARMS DAIRY LLC CLOVER FARMS DAIRY COMPANY UNION EMPLOYEES 4O1(K) PLAN | READING PA | 220 | $7.0M | $243K |
| 8 | AFTER HOURS PEDIATRICS, PC AFTER HOURS PEDIATRICS 401(K) PLAN | ALBUQUERQUE NM | 112 | $9.9M | $206K |
| 9 | SCHNELLECKE LOGISTICS USA, LLC SCHNELLECKE LOGISTICS USA, LLC 401(K) PLAN | CHATTANOOGA TN | 1,932 | $7.5M | $143K |
| 10 | TRADE FINANCE INTERNATIONAL, INC. TUFTCO CORPORATION 401(K) PLAN | CHATTANOOGA TN | 191 | $5.9M | $116K |
