Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding iShares Core S&P Mid-Cap ETF " in their Schedule of Assets, totaling $87.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND PAMCAH-UA LOCAL 675 ANNUITY PLAN | HONOLULU HI | 1,504 | $349.0M | $19.2M |
| 2 | BOARD OF TRUSTEES, SANTA MONICA CITY EMPLOYEES SANTA MONICA CITY EMPLOYEES COALITION BENEFIT TRUST | LOS ANGELES CA | 1,623 | $103.2M | $14.6M |
| 3 | SUPERIOR ESSEX, INC. |
ATLANTA GA |
| 58 |
| $86.5M |
| $10.9M |
| 4 | MCDONALDS LICENSEES HEALTH AND WELFARE TRUST MCDONALD'S LICENSEES/RMHC HEALTH & WELFARE GIA | CHICAGO IL | 20,809 | $86.7M | $10.8M |
| 5 | JT BD OF TRUSTEES SHEET METAL WORKERS PENSION FUND BATON ROUGE SHEET METAL WORKERS PENSION FUND | BATON ROUGE LA | 207 | $54.9M | $6.3M |
| 6 | VISION SERVICE PLAN VISION SERVICE PLAN VEBA WELFARE BENEFIT PLAN | RANCHO CORDOVA CA | 666 | $80.4M | $6.3M |
| 7 | ARROW FINANCIAL CORPORATION ARROW FINANCIAL CORPORATION EMPLOYEES' PENSION PLAN AND TRUST | GLENS FALLS NY | 459 | $63.9M | $5.3M |
| 8 | BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN WELFARE FUND PIPE TRADES SERVICES MN WELFARE FUND | WHITE BEAR LAKE MN | 5,178 | $111.7M | $3.5M |
| 9 | EBM-PAPST INC. EBM-PAPST INC. PROFIT SHARING PLAN AND TRUST | FARMINGTON CT | 445 | $71.2M | $1.9M |
| 10 | BOARD OF TRUSTEES OF HAWAII GLAZIERS ANNUITY TRUST FUND HAWAII GLAZIERS ANNUITY TRUST FUND | ALAMEDA CA | 192 | $36.1M | $1.5M |
