Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Russell Mid-Cap Value ETF in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN BANK AND TRUST COMPANY SOUTHERN BANK AND TRUST COMPANY PENSION PLAN | MOUNT OLIVE NC | 141 | $90.7M | $1.6M |
| 2 | KENNICOTT BROTHERS COMPANY KENNICOTT BROTHERS COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | CHICAGO IL | 322 | $46.3M | $124K |
| 3 | TYOGA CONTAINER COMPANY, INC. |
TIOGA PA |
| 140 |
| $12.3M |
| $96K |
| 4 | HOFFMASTER GROUP, INC. HOFFMASTER GROUP CONSOLIDATED PENSION PLAN | OSHKOSH WI | 10 | $8.2M | $35K |
