Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding iShares Russell Mid-Cap Index K iShares 0 in their Schedule of Assets, totaling $12.4M 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 | SHELTER SYSTEMS LIMITED SHELTER SYSTEMS, LTD. 401(K) PLAN | WESTMINSTER MD | 109 | $15.1M | $1.3M |
| 2 | ENVIRONMENTAL SCIENCE ASSOCIATES ENVIRONMENTAL SCIENCE ASSOCIATES 401K PLAN | SAN FRANCISCO CA | 719 | $85.7M | $1.1M |
| 3 | BENCHMARK FINANCIAL GROUP, INC. BENCHMARK GROUP 401(K) PLAN |
AMHERST NY |
| 147 |
| $22.8M |
| $759K |
| 4 | JOINT BOARD OF TRUSTEESS THE UNITED CONSTRUCTION WORKERS RETIREMENT AND 401(K) SAVINGS PLAN | GRANGER IN | 69 | $11.5M | $716K |
| 5 | BUCHER & CHRISTIAN CONSULTING, INC BUCHER & CHRISTIAN CONSULTING, INC. 401(K) PLAN | INDIANAPOLIS IN | 5,165 | $20.4M | $704K |
| 6 | UNIVERSAL ATLANTIC SYSTEMS, INC. UAS 401(K) PROFIT SHARING PLAN AND TRUST | PAOLI PA | 133 | $7.3M | $664K |
| 7 | BURRTEC WASTE INDUSTRIES, INC. BURRTEC RETIREMENT SAVINGS PLAN | FONTANA CA | 1,769 | $163.4M | $606K |
| 8 | IHC CONSTRUCTION COMPANIES, L.L.C. IHC CONSTRUCTION COMPANIES LLC PS & SVGS PLAN | ELGIN IL | 96 | $25.5M | $539K |
| 9 | EDUKIDS, INC. BRIGHTPATH 401(K) PLAN | BUFFALO NY | 2,614 | $14.1M | $514K |
| 10 | GARNET FORD, INC. GARNET AUTO GROUP RETIREMENT SAVINGS PLAN | WEST CHESTER PA | 155 | $15.0M | $449K |
