Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares S&P Mid-Cap 400 Value ETF in their Schedule of Assets, totaling $933K 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 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN | WILKES-BARRE PA | 902 | $27.6M | $613K |
| 2 | BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK NY | 146 | $15.1M | $292K |
| 3 | JONES DAY |
CLEVELAND OH |
| 916 |
| $1.6B |
| $14K |
| 4 | HUMAN KINETICS, INC. HUMAN KINETICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHAMPAIGN IL | 152 | $20.1M | $9K |
| 5 | JONES DAY JONES DAY SUPPLEMENTAL SAVINGS PLAN | CLEVELAND OH | 2,227 | $506.6M | $4K |
