Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding iShares Russell Mid-Cap ETF iShares 0 in their Schedule of Assets, totaling $4.4M 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 | LEISURE SPORTS, INC. LEISURE SPORTS, INC. 401(K) PLAN | PLEASANTON CA | 172 | $20.5M | $1.8M |
| 2 | B.R. FUNSTEN & COMPANY, INC. B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 162 | $19.2M | $774K |
| 3 | DEWINTER GROUP, LLC THE DEWINTER GROUP 401(K) PLAN |
CAMPBELL CA |
| 414 |
| $23.3M |
| $627K |
| 4 | GALLEHER LLC GALLEHER LLC 401(K) PROFIT SHARING PLAN | LIVONIA MI | 327 | $22.3M | $517K |
| 5 | BUESING CORP. BUESING CORP. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 266 | $9.1M | $358K |
| 6 | RECORDATI RARE DISEASES, INC. RECORDATI RARE DISEASES 401(K) PLAN | LEBANON NJ | 224 | $23.7M | $185K |
| 7 | HARBINGER GROUP, LLC HARBINGER 401(K) PLAN AND TRUST | GONZALES CA | 437 | $8.7M | $162K |
