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 Growth in their Schedule of Assets, totaling $5.6M 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 | TRUSTEES OF EMPLOYERS - ILA N.C. PORTS PENSION PLAN EMPLOYERS - ILA N.C. PORTS PENSION PLAN | WILMINGTON NC | 322 | $57.3M | $4.6M |
| 2 | PMC SPECIALTIES GROUP, INC. PMC CONSOLIDATED PENSION PLAN COVERING CERTAIN EMPLOYEE GROUPS | SUN VALLEY CA | 1 | $16.1M | $423K |
| 3 | FIDUCIARY WISE, LLC FBO PSN SERVICES, LLC |
GILBERT AZ |
| 806 |
| $11.8M |
| $250K |
| 4 | FIDUCIARY WISE LLC FBO ARCELORMITTAL TEXAS HBI, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 248 | $14.1M | $185K |
| 5 | LARSON MOTORS, INC. LARSON MOTORS, INC. 401(K) PLAN | FIFE WA | 424 | $15.4M | $94K |
| 6 | WILLIAM M. PERKINS COMPANY, INC. WILLIAM M. PERKINS COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SAN DIEGO CA | 93 | $3.7M | $10K |
| 7 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $7K |
