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 Registered Investment Company in their Schedule of Assets, totaling $1.0M 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 | INDUSTRIAL FINISHES & SYSTEMS, INC. INDUSTRIAL FINISHES & SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 369 | $28.9M | $1.0M |
| 2 | SHREVEPORT CHARTER SCHOOL INC SHREVEPORT CHARTER SCHOOL INC 401(K) PROFIT SHARING PLAN & TRUST | SHREVEPORT LA | 171 | $1.9M | $7K |
| 3 | OLYMPIC MOVING & STORAGE |
TACOMA WA |
| 144 |
| $2.0M |
| $5K |
