Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ISHARES RUSSELL MIDCAP INDEX I in their Schedule of Assets, totaling $5.9M 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 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $2.4M |
| 2 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $2.0M |
| 3 | UNITED OVERSEAS HOLDINGS, INC. TAJ HOTELS RETIREMENT SAVINGS PROGRAM |
NEW YORK NY |
| 207 |
| $27.0M |
| $1.3M |
| 4 | METROPOLITAN GOLF GROUP, LLC METROPOLITAN GOLF GROUP, LLC 401(K) PS PLAN AND TRUST | MONROE TWP NJ | 222 | $3.0M | $155K |
| 5 | MERLIN INDUSTRIES, INC. MERLIN INDUSTRIES, INC. 401(K) PLAN | HAMILTON NJ | 297 | $13.9M | $50K |
