Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding iShares Russell Mid-Cap Index Mutual fund in their Schedule of Assets, totaling $18.2M 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 | SORENSON COMMUNICATIONS LLC. SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 6,108 | $316.5M | $10.7M |
| 2 | COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE GA | 170 | $62.5M | $3.8M |
| 3 | KDM SIGNS, INC. KDM SIGNS, INC. 401(K) SAVINGS PLAN |
CINCINNATI OH |
| 200 |
| $19.0M |
| $761K |
| 4 | EDWARDS BUSINESS MACHINES, INC. EDWARDS BUSINESS SYSTEMS 401K RETIREMENT PLAN | WYOMISSING PA | 134 | $13.6M | $717K |
| 5 | DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD KS | 596 | $57.7M | $494K |
| 6 | BRR ARCHITECTURE, INC. BRR ARCHITECTURE, INC. PROFIT SHARING 401(K) PLAN | WEST DES MOINES IA | 294 | $40.8M | $494K |
| 7 | KEB AMERICA, INC. KEB AMERICA, INC. 401(K) PLAN | SHAKOPEE MN | 125 | $16.2M | $446K |
| 8 | INTEVAC, INC. INTEVAC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 51 | $44.4M | $416K |
| 9 | ANDREWS HOOPER PAVLIK PLC ANDREWS HOOPER PAVLIK PLC 401(K) PROFIT SHARING PLAN | SAGINAW MI | 184 | $26.3M | $324K |
| 10 | JOINN BIOLOGICS US INC JOINN BIOLOGICS US INC 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND CA | 70 | $4.4M | $33K |
