Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding iShares Russell Mid-Cap Index K Mutual funds in their Schedule of Assets, totaling $15.2M 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 | J-W POWER COMPANY J-W POWER COMPANY EMPLOYEE PROFIT SHARING TRUST AND 401(K) PLAN | ADDISON TX | 605 | $119.4M | $6.7M |
| 2 | GTT AMERICAS, LLC GTT AMERICAS 401(K) PLAN | ARLINGTON VA | 647 | $76.2M | $2.0M |
| 3 | CLOUD SPORTS DATA LLC SPORTRADAR US LLC RETIREMENT PLAN |
MINNEAPOLIS MN |
| 621 |
| $28.9M |
| $1.4M |
| 4 | PROENERGY SERVICE LLC PROENERGY SERVICE 401(K) PLAN | SEDALIA MO | 554 | $39.3M | $1.1M |
| 5 | BRONCO WINE COMPANY BRONCO WINE COMPANY 401(K) PROFIT SHARING PLAN | CERES CA | 636 | $109.5M | $727K |
| 6 | USG MANAGEMENT SERVICES OF FLORIDA, INC. USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN | TAMPA FL | 219 | $16.5M | $513K |
| 7 | CASE PAPER CO., INC. CASE PAPER CO., INC. 401(K) PROFIT SHARING PLAN | HARRISON NY | 294 | $17.9M | $476K |
| 8 | EYE CENTERS OF AMERICA, LLC EYE CENTERS OF AMERICA 401(K) | BLOOMFIELD NJ | 363 | $15.1M | $419K |
| 9 | MD RESTAURANT GROUP INC. MD RESTAURANT GROUP 401(K) PLAN | SCHAUMBURG IL | 274 | $3.0M | $378K |
| 10 | GEORGE CHIALA FARMS, INC. GEORGE CHIALA FARMS, INC. 401(K) PROFIT SHARING PLAN | MORGAN HILL CA | 312 | $10.9M | $340K |
