Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding iShares Russell Mid-Cap Index Fund in their Schedule of Assets, totaling $6.7M 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 | AURORA UNIVERSITY AURORA UNIVERSITY RETIREMENT PLAN | AURORA IL | 426 | $117.9M | $2.5M |
| 2 | EFPR GROUP LLP EFPR GROUP LLP 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 146 | $33.7M | $1.3M |
| 3 | JEFFERSON INDUSTRIES CORP. JEFFERSON INDUSTRIES CORP. RETIREMENT PLAN |
WEST JEFFERSON OH |
| 630 |
| $42.5M |
| $847K |
| 4 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $513K |
| 5 | TJ HALE COMPANY, LLC TJ HALE COMPANY 401(K) SAVINGS PLAN | MENOMONEE FALLS WI | 90 | $11.7M | $310K |
| 6 | DOERFER CORPORATION DOERFER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WAVERLY IA | 341 | $40.0M | $297K |
| 7 | GENOVA DIAGNOSTICS, INC GENOVA DIAGNOSTICS 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 250 | $21.7M | $245K |
| 8 | BLACKHAWK INDUSTRIAL DISTRIBUTION, INC. BLACKHAWK INDUSTRIAL DISTRIBUTION, INC. 401(K) PLAN | TULSA OK | 1,004 | $68.4M | $157K |
| 9 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $146K |
| 10 | CENTENNIAL HEALTH, P.C. CENTENNIAL HEALTH, P.C. 401(K) AND RETIREMENT PLAN | OKLAHOMA OK | 39 | $12.4M | $58K |
