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 Value 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.
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 | I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND | HUNTINGTON WV | 1,524 | $559.3M | $4.3M |
| 2 | LARSON MOTORS, INC. LARSON MOTORS, INC. 401(K) PLAN | FIFE WA | 424 | $15.4M | $30K |
| 3 | WILLIAM M. PERKINS COMPANY, INC. WILLIAM M. PERKINS COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
SAN DIEGO CA |
| 93 |
| $3.7M |
| $10K |
