Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares Russell Mid-Cap Idx GM in their Schedule of Assets, totaling $6.4M 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 | PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN | MUSCLE SHOALS AL | 1,444 | $68.2M | $4.3M |
| 2 | C.D. SMITH CONSTRUCTION, INC. C. D. SMITH CONSTRUCTION, INC. PROFIT SHARING PLAN | FOND DU LAC WI | 144 | $45.2M | $2.0M |
| 3 | HAMRICKS, INC. |
GAFFNEY SC |
| 559 |
| $11.2M |
| $78K |