Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Russell Mid‐Cap Index A in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $957K |
| 2 | CAREER PATH SERVICES CAREER PATH SERVICES 403(B) PLAN | SPOKANE WA | 126 | $7.1M | $396K |
| 3 | MCNAMARA/SALVIA, INC. MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST |
BOSTON MA |
| 114 |
| $31.6M |
| $198K |
| 4 | CARISK PARTNERS, INC. CARISK PARTNERS, INC. 401(K) PLAN | MIAMI FL | 180 | $6.5M | $21K |
