Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 218 U.S. retirement plans report holding iShares Russell Midcap Index K in their Schedule of Assets, totaling $80.9M 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 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $6.7M |
| 2 | VIKING GLOBAL INVESTORS LP VIKING GLOBAL INVESTORS LP 401(K) PLAN | STAMFORD CT | 270 | $123.9M | $5.3M |
| 3 | PLAYPOWER, INC. PLAYPOWER, INC. 401(K) RETIREMENT SAVINGS PLAN |
MONETT MO |
| 1,300 |
| $72.5M |
| $5.2M |
| 4 | KSB GIW, INC. KSB GIW, INC. RETIREMENT PLAN | GROVETOWN GA | 570 | $75.0M | $3.6M |
| 5 | FAGRON HOLDING USA, LLC FAGRON HOLDING USA, LLC 401(K) PROFIT SHARING PLAN & TRUST | AUSTIN TX | 1,339 | $49.9M | $2.9M |
| 6 | MIBA INDUSTRIAL BEARINGS US LLC MIBA INDUSTRIAL BEARINGS 401(K) PLAN | GRAFTON WI | 208 | $37.9M | $1.8M |
| 7 | QUINTAIROS PRIETO WOOD & BOYER, QUINTAIROS PRIETO WOOD & BOYER P.A. 401(K) PLAN | MIAMI FL | 959 | $76.2M | $1.7M |
| 8 | WORLD TRAVEL, INC. WORLD TRAVEL, INC. 401(K) PLAN | DOUGLASSVILLE PA | 488 | $40.9M | $1.6M |
| 9 | PRINE HEALTH MEDICAL GROUP PRINE HEALTH MEDICAL GROUP | GARDEN CITY NY | 166 | $18.9M | $1.6M |
| 10 | MOBILE MANAGEMENT, LLC MOBILE MANAGEMENT, LLC 401(K) PLAN & TRUST | HUNTINGTON NY | 438 | $18.0M | $1.5M |
