Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Investment Management JPMorgan Mid Cap Growth Fund N/A in their Schedule of Assets, totaling $225K 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 | DAKOTA CONSULTING, INC. DAKOTA CONSULTING, INC 401(K) PLAN | POTOMAC MD | 4 | $7.4M | $225K |
