Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Core S&P Mid-Cap Exchange-traded fund in their Schedule of Assets, totaling $7.2M 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 | DM COMPANIES INC DM COMPANIES PS & 401(K) PLAN | TROY MI | 626 | $106.0M | $3.3M |
| 2 | LUHR CROSBY, LLC LUHR CROSBY, LLC EMPLOYEES PROFIT SHARING PLAN AND TRUST | COLUMBIA IL | 194 | $40.4M | $2.6M |
| 3 | BOARD OF TRUSTEES, REGIONAL DIST. COUNCIL WELFAREPLAN AND TRUST |
PORTLAND OR |
| 1,080 |
| $29.9M |
| $1.1M |
| 4 | BIRLA CARBON USA PENSION PLAN FOR BIRLA CARBON USA | MARIETTA GA | 51 | $18.5M | $203K |
