Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ishares Russell Mid-Cap Index Fund K Mutual fund 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 | SKYWARD SERVICE GROUP SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN | HOUSTON TX | 584 | $54.9M | $1.1M |
| 2 | HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. 401(K) PROFIT SHARING PLAN | GLEN ALLEN VA | 100 | $23.1M | $253K |
| 3 | ORTHOGONAL NETWORKS, INC. (D/B/A JELLYFISH) |
BOSTON MA |
| 224 |
| $11.2M |
| $190K |
| 4 | BRAVAS, LLC BRAVAS 401(K) PLAN | OVERLAND PARK KS | 268 | $14.3M | $57K |
| 5 | BERKSHIRE SYSTEMS GROUP, INC BERKSHIRE SYSTEMS GROUP, INC. 401(K) PROFIT SHARING PLAN | READING PA | 145 | $19.6M | $6K |
