Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares Russell Mid-Cap Index K Mutual Fund n/a in their Schedule of Assets, totaling $3.3M 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 | L.G. EVERIST, INCORPORATED L. G. EVERIST, INC. 401(K) PLAN | SIOUX FALLS SD | 414 | $34.7M | $1.6M |
| 2 | LEHIGH HEAVY FORGE CORPORATION LEHIGH HEAVY FORGE CORPORATION UNION 401(K) SAVINGS PLAN & TRUST | BETHLEHEM PA | 123 | $12.1M | $925K |
| 3 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN |
MIDLAND TX |
| 234 |
| $32.0M |
| $498K |
| 4 | LATSHAW DRILLING CO., LLC LATSHAW DRILLING CO., LLC 401(K) PLAN | TULSA OK | 139 | $9.2M | $239K |
| 5 | 8G SOLUTIONS LLC 8G SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | ENGLEWOOD CO | 66 | $3.7M | $47K |
| 6 | BURGESS CONSTRUCTION CONSULTANTS, INC. BURGESS CONSTRUCTION CONSULTANTS, INC. 401(K) PLAN | FAIRVIEW TX | 242 | $5.5M | $15K |
