Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Russell Midcap in their Schedule of Assets, totaling $7.7M 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 | BETHESDA HOSPITAL, INC. BETHESDA RETIREMENT PLAN | BOYNTON BEACH FL | 280 | $171.6M | $4.9M |
| 2 | THE DAY PUBLISHING COMPANY, INC. THE DAY PUBLISHING COMPANY TRUSTEED PENSION PLAN | NEW LONDON CT | 30 | $14.5M | $2.1M |
| 3 | CHURCH HOMES, INC., CONGREGATIONAL CHURCH HOMES, INC., CONGREGATIONAL DEFINED CONTRIBUTION RETIREMENT PLAN |
HARTFORD CT |
| 182 |
| $12.0M |
| $665K |
| 4 | RUBY TUESDAY OPERATIONS LLC MORRISON RESTAURANTS, INC. RETIREMENT PLAN | MARYVILLE TN | 1 | $3.8M | $114K |
