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 index Fund Class K Mutual fund - in their Schedule of Assets, totaling $13.0M 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 | TEVA PR LLC TEVA PR LLC SAVINGS PLAN | PARSIPPANY NJ | 74 | $34.4M | $5.8M |
| 2 | MESA AIR GROUP INC MESA AIR GROUP INC 401K PLAN | PHOENIX AZ | 1,733 | $109.9M | $3.7M |
| 3 | BLUE BEACON, INC. BLUE BEACON, INC. PROFIT SHARING/401(K) PLAN |
| 2,721 |
| $147.4M |
| $820K |
| 4 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 593 | $44.7M | $785K |
| 5 | AWEBER SYSTEMS, INC. AWEBER SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CHALFONT PA | 65 | $17.7M | $601K |
| 6 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 520 | $33.2M | $538K |
| 7 | UNITED INFRASTRUCTURE GROUP, INC. UNITED INFRASTRUCTURE GROUP 401(K) AND PROFIT SHARING PLAN | GREAT FALLS SC | 639 | $14.9M | $432K |
| 8 | ENERGY EXPERTS INTERNATIONAL ENERGY EXPERTS INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST | REDWOOD CITY CA | 122 | $10.5M | $199K |
| 9 | VISIONET SYSTEMS INC VISIONET SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CRANBURY NJ | 264 | $21.7M | $118K |
| 10 | PETER THOMAS ROTH LABS LLC PETER THOMAS ROTH LABS LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 132 | $6.6M | $43K |
