Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding iShares Russell Mid Cap Idx K in their Schedule of Assets, totaling $14.1M 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 | BURGESS & NIPLE INC. BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST | COLUMBUS OH | 585 | $132.0M | $5.6M |
| 2 | CHRISTIAN SCHOOLS INTERNATIONAL CHRISTIAN SCHOOLS INTERNATIONAL 403(B) RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 1,645 | $39.5M | $3.3M |
| 3 | C.D. SMITH CONSTRUCTION, INC. |
FOND DU LAC WI |
| 144 |
| $45.2M |
| $2.4M |
| 4 | CHARLOTTE COUNTRY DAY SCHOOL CHARLOTTE COUNTRY DAY SCHOOL RETIREMENT PLAN | CHARLOTTE NC | 427 | $91.0M | $2.0M |
| 5 | CARELINC MEDICAL EQUIPMENT & SUPPLY CO., LLC CARELINC 401(K) PLAN | GRAND RAPIDS MI | 766 | $19.4M | $342K |
| 6 | THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 187 | $23.4M | $250K |
| 7 | LANDESBANK HESSEN-THURINGEN GIROZENTRALE LANDESBANK HESSEN-THURINGEN GIROZENTRALE - NEW YORK BRANCH 401(K) PLAN & TRUST | NEW YORK NY | 95 | $74.9M | $102K |
| 8 | GREAT LAKES WINE AND SPIRITS, LLC GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038 | HIGHLAND PARK MI | 353 | $13.3M | $47K |
| 9 | MY CHEVROLET, INC. MY AUTOMOTIVE 401(K) PLAN & TRUST | SALINAS CA | 155 | $9.7M | $10K |
| 10 | PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN | MUSCLE SHOALS AL | 1,444 | $68.2M | $8K |
