Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Great-West Life & Annuity Insurance Company iShares Russell Mid-Cap Index K in their Schedule of Assets, totaling $1.2M 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 | HX5 SIERRA, LLC HX5 SIERRA, LLC 401(K) PROFIT SHARING PLAN | FORT WALTON BEACH FL | 283 | $25.6M | $1.2M |
| 2 | AVON MACHINING, LLC AVON MACHINING, LLC 401(K) PLAN | SHELBY TOWNSHIP MI | 88 | $2.3M | $43K |
