Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Ishares Russell Md-Cap Index K Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | SUPERMERCADOS MAXIMO, INC. SUPERMERCADO MAXIMO, INC. RETIREMENT PLAN | SAN JUAN PR | 1,555 | $8.4M | $485K |
| 2 | STRUCTURAL INTEGRITY ASSOCIATES, INC. STRUCTURAL INTEGRITY ASSOCIATES 401(K) PLAN | HUNTERSVILE NC | 272 | $68.1M | $212K |
| 3 | STEWART WELDING & FABRICATING, INC. |
WRIGHTSVILLE PA |
| 151 |
| $10.5M |
| $203K |
| 4 | SCHLUTER SYSTEMS L.P. SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING PLAN | PLATTSBURGH NY | 1,139 | $70.0M | $73K |
| 5 | NORTHWEST FIREFIGHTERS RELIEF ASSOCIATION NORTHWEST FIREFIGHTERS RELIEF ASSOCIATION WELFARE BENEFIT PLAN | LAKE OSWEGO OR | 756 | $21.0M | $70K |
| 6 | MENDEZ & CO., INC. MENDEZ & CO., INC. RETIREMENT PLAN | SAN JUAN PR | 511 | $21.5M | $50K |
| 7 | THE CHAUTAUQUA CENTER INC. THE CHAUTAUQUA CENTER INC. 403(B) RETIREMENT PLAN | DUNKIRK NY | 296 | $5.8M | $24K |
