Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS in their Schedule of Assets, totaling $19.6M 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 | ERNST ENTERPRISES, INC. ERNST ENTERPRISES RETIREMENT SAVINGS PLAN | VANDALIA OH | 1,123 | $122.0M | $5.2M |
| 2 | MCGARD LLC L . D. MCCAULEY/MCGARD RETIREMENT PLAN | ORCHARD PARK NY | 638 | $58.9M | $2.6M |
| 3 | BASTION TECHNOLOGIES, INC. BASTION TECHNOLOGIES 401(K) PLAN |
HOUSTON TX |
| 565 |
| $74.5M |
| $1.8M |
| 4 | AAAG HOLDINGS, INC. AAAG HOLDINGS, INC. 401(K) PLAN | CARMEL IN | 2,833 | $14.1M | $1.2M |
| 5 | VISIONARY PRACTICE MANAGEMENT SERVICES LLC VISIONARY PRACTICE MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN | TYLER TX | 232 | $17.3M | $1.1M |
| 6 | SORENSON COMMUNICATIONS LLC. SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 6,108 | $316.5M | $944K |
| 7 | FLORIDA EAST COAST INDUSTRIES, LLC FLORIDA EAST COAST INDUSTRIES, LLC SALARY DEFERRAL PLAN | MIAMI FL | 570 | $47.2M | $720K |
| 8 | LTC GLOBAL, INC. LTC GLOBAL, INC. 401(K) PLAN | FORT MYERS FL | 264 | $30.0M | $631K |
| 9 | RYAN AUTOMOTIVE, LLC OPEN ROAD 401(K) PLAN | BRIDGEWATER NJ | 990 | $61.4M | $605K |
| 10 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $580K |
