Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ishares Tr Core S&P Mid-Cap ETF in their Schedule of Assets, totaling $318K 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 | CARRIER PROCESS EQUIPMENT GROUP, INC. CARRIER PROCESS EQUIPMENT GROUP, INC. CASH BALANCE PLAN | LOUISVILLE KY | 292 | $6.6M | $315K |
| 2 | INDUSTRIAL MANUFACTURING AND PROFESSIONAL COMMERCIAL TRUST INDUSTRIAL MANUFACTURING PROFESSIONAL AND COMMERCIAL TRUST | LEXINGTON KY | 4,983 | $9.3M | $3K |
