Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding J.P. Morgan Mid Cap Growth R6 Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $1.9M |
| 2 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN | MEMPHIS TN | 258 | $24.2M | $344K |
| 3 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN |
MEMPHIS TN |
| 240 |
| $17.7M |
| $190K |
| 4 | TRI-VALLEY, INC. TRI-VALLEY, INC. PENSION TRUST | DUDLEY MA | 162 | $6.4M | $129K |
| 5 | NEIGHBORHEALTH NEIGHBORHEALTH 401(K) PLAN | EAST BOSTON MA | 1,353 | $80.7M | $116K |
| 6 | TRI-VALLEY, INC. TRI-VALLEY, INC. 403(B) PLAN | DUDLEY MA | 245 | $4.6M | $73K |
| 7 | NEIGHBORHEALTH NEIGHBORHEALTH 403(B) PLAN | EAST BOSTON MA | 169 | $31.2M | $53K |
