Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding iShares Core S&P Mid-cap in their Schedule of Assets, totaling $17.5M 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 | CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE NY | 477 | $156.9M | $5.9M |
| 2 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $4.6M |
| 3 | ERDMAN COMPANY ERDMAN COMPANY EMPLOYEES PROFIT SHARING/401(K) PLAN |
MADISON WI |
| 53 |
| $22.7M |
| $1.8M |
| 4 | JRMB II, INC. JRMB II PENSION PLAN | LAWTON OK | 164 | $30.2M | $1.5M |
| 5 | QUIDDITY-1, INC. QUIDDITY 401(K) PROFIT SHARING PLAN | BELLAIRE TX | 614 | $89.6M | $852K |
| 6 | NORANDA FINANCE HOLDINGS LLC NORANDA FINANCE HOLDINGS, INC. US EMPLOYEES RETIREMENT PLAN | NEW YORK NY | 26 | $26.6M | $767K |
| 7 | BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 206 | $19.3M | $697K |
| 8 | LIBERTY STEEL PRODUCTS, INC. LIBERTY STEEL PRODUCTS, INC. DEFINED BENEFIT PLAN | NORTH JACKSON OH | 78 | $6.4M | $498K |
| 9 | JUDSON CENTER JUDSON CENTER DEFINED BENEFIT PENSION PLAN | FARMINGTON HILLS MI | 12 | $5.5M | $351K |
| 10 | WORCESTER ENVELOPE COMPANY WORCESTER ENVELOPE COMPANY EMPLOYEES' PENSION PLAN | AUBURN MA | 28 | $6.7M | $241K |
