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 Idx K Registered investment company in their Schedule of Assets, totaling $2.7M 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 | ROSE ASSOCIATES, INC. ROSE ASSOCIATES, INC. 401(K) PLAN | NEW YORK NY | 381 | $28.1M | $1.3M |
| 2 | NORTHSOUND AUTO GROUP LLC DWAYNE LANES CORPORATIONS 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT WA | 159 | $9.8M | $833K |
| 3 | LTC GLOBAL, INC. LTC GLOBAL, INC. 401(K) PLAN |
FORT MYERS FL |
| 264 |
| $30.0M |
| $587K |
| 4 | HERITAGE UNIVERSITY HERITAGE UNIVERSITY RETIREMENT PLAN | TOPPENISH WA | 257 | $23.6M | $59K |
| 5 | HUNT & SONS, INC. HUNT & SONS, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 452 | $14.8M | $14K |
| 6 | EPISCOPAL COMMUNITY SERVICES EPISCOPAL COMMUNITY SERVICES 401K PLAN | NATIONAL CITY CA | 410 | $14.7M | $1K |
