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 Mutual fund in their Schedule of Assets, totaling $2.8M 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 | MICHELMAN & ROBINSON, LLP MICHELMAN & ROBINSON, LLP 401(K) PLAN | LOS ANGELES CA | 126 | $24.3M | $759K |
| 2 | MARKI MICROWAVE, INC. MARKI MICROWAVE RETIREMENT PLAN | MORGAN HILL CA | 157 | $18.3M | $662K |
| 3 | SCRIPTPRO LLC SCRIPTPRO LLC 401(K) PLAN |
MISSION KS |
| 710 |
| $109.6M |
| $474K |
| 4 | TRI TOOL INC. TRI TOOL INC. 401(K) PLAN | RANCHO CORDOVA CA | 102 | $13.4M | $341K |
| 5 | CLEAR MOUNTAIN BANK, INC. CLEAR MOUNTAIN BANK, INC. 401(K) PLAN | BRUCETON MILLS WV | 148 | $16.2M | $195K |
| 6 | QUAY AUSTRALIA QUAY AUSTRALIA 401(K) PLAN | SAN FRANCISCO CA | 108 | $4.7M | $119K |
| 7 | ADIENT AEROSPACE, LLC ADIENT AEROSPACE LLC SAVINGS AND INVESTMENT 401(K) PLAN | HUNTINGTON BEACH CA | 476 | $16.1M | $85K |
| 8 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $84K |
| 9 | KIZAN TECHNOLOGIES, LLC KIZAN TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 113 | $12.2M | $39K |
| 10 | FAIR-RITE PRODUCTS CORP. FAIR-RITE PRODUCTS CORP. 401(K) PLAN | WALLKILL NY | 116 | $13.5M | $22K |
