Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Mid-Cap Index in their Schedule of Assets, totaling $654.7M 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 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $477.9M |
| 2 | ALCON VISION, LLC ALCON MASTER TRUST | FORT WORTH TX | — | $4.0B | $152.8M |
| 3 | BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLAN ENTERTAINMENT INDUSTRY 401(K) PLAN |
LOS ANGELES CA |
| 30,812 |
| $723.3M |
| $15.9M |
| 4 | SKECHERS USA, INC. SKECHERS USA, INC. 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 10,693 | $237.0M | $2.3M |
| 5 | AJS SHARED SERVICES, LLC AJS SHARED SERVICES, LLC 401(K) PLAN | WARREN NJ | 304 | $44.1M | $1.6M |
| 6 | MACELREE HARVEY, LTD. MACELREE, HARVEY, LTD. 401(K) PLAN | WEST CHESTER PA | 75 | $24.8M | $1.2M |
| 7 | HOSPICE OF HENDERSON COUNTY, INC. HOSPICE OF HENDERSON COUNTY, INC. RETIREMENT PLAN | FLAT ROCK NC | 446 | $11.8M | $571K |
| 8 | USCB, INC. USCB, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 197 | $15.9M | $424K |
| 9 | GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS GIFT OF LIFE DONOR PROGRAM 403(B) PLAN | PHILADELPHIA PA | 336 | $71.4M | $406K |
| 10 | MOTION PICTURE INDUSTRY PENSION PLAN MOTION PICTURE INDUSTRY PENSION PLAN 401(K) SAVINGS PLAN | STUDIO CITY CA | 154 | $16.7M | $403K |
