Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares Russell Mid-Cap Index K Fund Mutual fund -- in their Schedule of Assets, totaling $10.5M 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 | AMERICO SERVICES, INC. THE 401(K) PLAN - AMERICO, CRL & IPFS | KANSAS CITY MO | 1,754 | $262.4M | $10.1M |
| 2 | LIFELINE FOODS, LLC LIFELINE FOODS 401(K) RETIREMENT PLAN | ST JOSEPH MO | 210 | $8.2M | $315K |
| 3 | VIRTUAL BUSINESS OFFICE ASSOCIATES, INC VIRTUAL BUSINESS OFFICE ASSOCIATES, INC. 401(K) PLAN |
COLUMBIA SC |
| 729 |
| $3.7M |
| $13K |
