Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding iShares S&P Mid Cap 400 Index Fund Registered Investment Companies in their Schedule of Assets, totaling $4.5M 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 | CUTLER-HAMMER ELECTRICAL COMPANY PENSION PLAN FOR EATON EMPLOYEES IN PUERTO RICO | LAS PIEDRAS PR | 1,460 | $87.0M | $4.5M |
