Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding IS R Mid-Cap Idx A Mutual Fund in their Schedule of Assets, totaling $422K 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 | COLUMBINE MANAGEMENT SERVICES COLUMBINE MANAGEMENT SERVICES INC. 401(K) RETIREMENT PLAN AND TRUST | FORT COLLINS CO | 1,341 | $32.5M | $349K |
| 2 | R.L. MORRISSEY & ASSOCIATES, INC. R.L. MORRISSEY & ASSOCIATES, INC. FOURTH AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST | SOLON OH | 109 | $10.2M | $73K |
