Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ishares Russell Mid-Cap Index A Mutual Funds 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AXIS ANALYTICS, LLC AXIS ANALYTICS, LLC 401(K) SALARY DEFERRAL PLAN | BERKELEY HEIGHTS NJ | 105 | $17.7M | $950K |
| 2 | NEOSYSTEMS CORP. NEOSYSTEMS CORP. EMPLOYEES 401(K) AND PROFIT SHARING PLAN | RESTON VA | 150 | $31.7M | $660K |
