Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding J.P. Morgan JPM Mid Cap Grth R6 in their Schedule of Assets, totaling $6.8M 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 | TECHNOLOGY CREDIT UNION TECHNOLOGY CREDIT UNION DEFERRED COMPENSATION 401(K) PLAN | SAN JOSE CA | 344 | $77.5M | $4.7M |
| 2 | SEMBLEX CORPORATION SEMBLEX CORPORATION EMPLOYEE PROFIT SHARING & 401(K) PLAN | ELMHURST IL | 307 | $29.6M | $1.4M |
| 3 | OAK TREE SOFTWARE, INC. |
TULSA OK |
| 311 |
| $8.6M |
| $511K |
| 4 | FRANKEL FAMILY TRUST D/B/A MANAGEMENT SUPPORT MANAGEMENT SUPPORT 401(K) PLAN | SANTA ANA CA | 483 | $10.8M | $171K |
