Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding iShs Russ Md-Cp Index K Fund in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CALDWELL HOSPICE AND PALLIATIVE CARE, INC. CALDWELL HOSPICE AND PALLIATIVE CARE, INC. RETIREMENT PLAN | LENOIR NC | 252 | $10.6M | $2.4M |
| 2 | LA MESA RV CENTER, INC. LA MESA RV CENTER, INC. EMPLOYEES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,087 | $31.8M | $2.1M |
| 3 | J & H OIL COMPANY J & H OIL COMPANY EMPLOYEES' RETIREMENT PLAN | WYOMING MI | 754 | $12.6M | $683K |
| 4 | MED-METRIX LLC MED-METRIX 401K PLAN | PARSIPPANY NJ | 2,088 | $74.9M | $354K |
| 5 | TEAMVIEWER US, INC. TEAMVIEWER 401(K) PLAN | CLEARWATER FL | 271 | $21.9M | $58K |
| 6 | STEAK N SHAKE INC. THE STEAK 'N SHAKE 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 1,052 | $17.5M | $50K |
| 7 | BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH IN | 271 | $16.0M | $45K |
| 8 | OLIVE AVENUE STAFFING, LLC KOLTER HOSPITALITY 401(K) PLAN | DELRAY BEACH FL | 822 | $7.1M | $28K |
| 9 | COMPTECH COMPUTER TECHNOLOGIES INC. COMPTECH 401(K) PLAN | CENTERVILLE OH | 246 | $6.6M | $11K |
