Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares iShares Russell Mid-Cap Index Class K in their Schedule of Assets, totaling $2.0M 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 | GABRIEL BROTHERS, INC. GABRIEL BROTHERS, INC. 401(K) PLAN | MORGANTOWN WV | 3,604 | $31.2M | $1.9M |
| 2 | APOGEE SOLUTIONS, INC. APOGEE 401(K) PLAN | CHESAPEAKE VA | 136 | $5.2M | $138K |
