Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding iShares Russell Mid-Cap Index Fund Class K " in their Schedule of Assets, totaling $13.8M 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 | OPTION CARE HEALTH, INC. OPTION CARE HEALTH 401(K) PLAN | BANNOCKBURN IL | 7,984 | $412.6M | $5.3M |
| 2 | DIGITAL PROSPECTORS CORPORATION DIGITAL PROSPECTORS 401(K) RETIREMENT PLAN | EXETER NH | 315 | $36.4M | $1.9M |
| 3 | OTIS PRODUCTS, INC. DBA OTIS TECHNOLOGY, INC. |
LYONS FALLS NY |
| 98 |
| $13.2M |
| $1.4M |
| 4 | ON-BOARD ENGINEERING CORPORATION THE ON-BOARD 401(K) RETIREMENT SAVINGS PLAN | EAST WINDSOR NJ | 987 | $20.8M | $860K |
| 5 | SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO CA | 1,109 | $226.1M | $795K |
| 6 | NEUMAN & ESSER USA, INC. NEA 401(K) SAVINGS PLAN | KATY TX | 147 | $23.6M | $688K |
| 7 | UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 502 | $27.3M | $444K |
| 8 | REVOLUTION MARKETING, LLC REVOLUTION MARKETING, LLC 401(K) PLAN | CHICAGO IL | 140 | $10.6M | $423K |
| 9 | DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 234 | $36.2M | $418K |
| 10 | ZAUSMER, P.C. ZAUSMER, P.C. 401(K) SAVINGS PLAN | FARMINGTON HILLS MI | 166 | $17.2M | $362K |
