Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Funds JP Morgan Mid Cap Growth Fund in their Schedule of Assets, totaling $1.8M 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 | TRUMARK FINANCIAL CREDIT UNION TRUMARK FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN | FORT WASHINGTON PA | 412 | $42.7M | $1.6M |
| 2 | LUMITEX, LLC LUMITEX, LLC 401(K) PLAN | BRECKSVILLE OH | 80 | $8.4M | $227K |
| 3 | LONGENECKER & ASSOCIATES, INC. LONGENECKER & ASSOCIATES, INC. 401(K) PLAN |
LAS VEGAS NV |
| 142 |
| $14.0M |
| $11K |
