Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares Russell Mid-Cap Growth ETF in their Schedule of Assets, totaling $2.5M 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 | SOUTHERN BANK AND TRUST COMPANY SOUTHERN BANK AND TRUST COMPANY PENSION PLAN | MOUNT OLIVE NC | 141 | $90.7M | $994K |
| 2 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN | WILKES-BARRE PA | 902 | $27.6M | $685K |
| 3 | KENNICOTT BROTHERS COMPANY |
CHICAGO IL |
| 322 |
| $46.3M |
| $454K |
| 4 | ASSOCIATION OF MARYLAND PILOTS AMP 401(K) PLAN | BALTIMORE MD | 134 | $61.1M | $229K |
| 5 | RGV PROPERTIES, INC. RGV PROPERTIES, INC. EMPLOYEE 401-K PLAN | MCALLEN TX | 89 | $3.5M | $113K |
| 6 | HOFFMASTER GROUP, INC. HOFFMASTER GROUP CONSOLIDATED PENSION PLAN | OSHKOSH WI | 10 | $8.2M | $42K |
