Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding iShares Core S&P Mid-Cap ETF iShares 0 in their Schedule of Assets, totaling $11.1M 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 | MORRIS & DICKSON CO., LLC MORRIS & DICKSON CO., LLC 401(K) PLAN | SHREVEPORT LA | 538 | $75.5M | $7.8M |
| 2 | FUNERAL DIRECTORS LIFE INSURANCE COMPANY DIRECTORS INVESTMENT GROUP INC. 401(K) PLAN | ABILENE TX | 424 | $34.6M | $2.1M |
| 3 | FLORIDA MEDICAL SPECIALISTS, LLC |
SARASOTA FL |
| 441 |
| $17.7M |
| $420K |
| 4 | WOMEN'S SPECIALISTS OF NEW MEXICO LTD. WOMEN'S SPECIALISTS OF NEW MEXICO LTD. PROFIT SHARING 401(K) PLAN | ALBUQUERQUE NM | 102 | $19.8M | $317K |
| 5 | TRILLIUM CORPORATION TRILLIUM CORPORATION 401(K) PROFIT SHARING PLAN | CHEHALIS WA | 230 | $22.3M | $280K |
| 6 | TRIBLE'S, INC TRIBLE'S INC PROFIT SHARING PLAN | EDGEWATER MD | 273 | $7.8M | $135K |
| 7 | LASER HOLDINGS, LLC LASER HOLDINGS, LLC 401(K) P/S PLAN | SUFFERN NY | 259 | $2.3M | $33K |
| 8 | UNITY BPO INC. UNITY BPO 401(K) PLAN | ALBUQUERQUE NM | 138 | $3.3M | $14K |
