Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Core S&P Mid-Cap in their Schedule of Assets, totaling $6.1M 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 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $4.6M |
| 2 | QUIDDITY-1, INC. QUIDDITY 401(K) PROFIT SHARING PLAN | BELLAIRE TX | 614 | $89.6M | $852K |
| 3 | JUDSON CENTER JUDSON CENTER DEFINED BENEFIT PENSION PLAN |
| 12 |
| $5.5M |
| $351K |
| 4 | CREDIT UNION CONSORTIUM CREDIT UNION CONSORTIUM HEALTH AND WELFARE PLAN | INDIANAPOLIS IN | 3,666 | $32.3M | $181K |
| 5 | NIAGARA PLASTICS COMPANY NIAGARA PLASTICS COMPANY EMPLOYEES PENSION PLAN | ERIE PA | 101 | $2.0M | $79K |
