Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares Russell Midcap Index ETF in their Schedule of Assets, totaling $5.5M 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 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL, INC. RETIREMENT PLAN | LITTLE ROCK AR | 829 | $159.8M | $5.0M |
| 2 | BOARD OF TRUSTEES, EMPLOYERS - LOCAL 1167 JOINT EMPLOYERS - LOCAL 1167 JOINT PENSION FUND | COVINA CA | 0 | $7.4M | $478K |
