Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding iShares Russell Mid‐Cap Index in their Schedule of Assets, totaling $4.4M 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 | ROCKY MOUNTAIN GASTROENTEROLOGY ASSOC. ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 131 | $55.6M | $1.1M |
| 2 | SUMMIT MORTGAGE CORPORATION SUMMIT MORTGAGE 401(K) RETIREMENT PLAN | PLYMOUTH MN | 136 | $17.8M | $665K |
| 3 | PELLA MID-ATLANTIC INC. |
BELTSVILLE MD |
| 183 |
| $19.1M |
| $621K |
| 4 | AMERICAN INTEGRITY INSURANCE GROUP, LLC AMERICAN INTEGRITY 401(K) PLAN | TAMPA FL | 284 | $20.2M | $340K |
| 5 | HOLLIS SEUNARINE MDPA LLC HOLLIS SEUNARINE MDPA LLC 401(K) PROFIT SHARING PLAN & TRUST | HUNT VALLEY MD | 140 | $16.9M | $323K |
| 6 | LE CREUSET OF AMERICA, INC. LE CREUSET OF AMERICA, INC. 401(K) SAVINGS PLAN | EARLY BRANCH SC | 777 | $27.2M | $269K |
| 7 | NAVIAN CAPITAL, LLC NAVIAN CAPITAL, LLC 401(K) P/S PLAN | CINCINNATI OH | 66 | $6.2M | $264K |
| 8 | TED BRITT FORD SALES, INC. TED BRITT FORD SALES, INC. 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 318 | $29.8M | $196K |
| 9 | THE BREWER COMPANY LLC THE BREWER COMPANY LLC 401(K) SAVINGS PLAN | MENOMONEE FALLS WI | 108 | $9.0M | $189K |
| 10 | MECHANICAL EQUIPMENT COMPANY, INC. MECHANICAL EQUIPMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN | MANDEVILLE LA | 252 | $21.5M | $146K |
