Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Funds JP Morgan Mid Cap Growth R6 Fund - in their Schedule of Assets, totaling $5.4M 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 | TRANSLOGIC CORPORATION SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES | BROOMFIELD CO | 456 | $102.8M | $1.9M |
| 2 | GARDAWORLD CASH SERVICES, INC. GARDAWORLD CASH SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | BOCA RATON FL | 5,082 | $109.6M | $1.1M |
| 3 | LAWLEY, LLC LAWLEY RETIREMENT PLAN |
BUFFALO NY |
| 568 |
| $106.0M |
| $961K |
| 4 | HEITECH SERVICES, INC. HEITECH SERVICES, INC. 401(K) PLAN | LANDOVER MD | 195 | $13.0M | $592K |
| 5 | A. J. ROSE MANUFACTURING CO. A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES | AVON OH | 135 | $32.0M | $367K |
| 6 | LIFESPACE COMMUNITIES, INC. LIFESPACE COMMUNITIES 403(B) PLAN | DALLAS TX | 4,340 | $76.7M | $297K |
| 7 | STORY CONSTRUCTION CO. STORY CONSTRUCTION CO. RETIREMENT SAVINGS PLAN | AMES IA | 162 | $17.2M | $140K |
| 8 | SOUTH OXFORD MANAGEMENT LLC SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 433 | $19.3M | $68K |
| 9 | THE ARC OF CARROLL COUNTY, INC. THE ARC CARROLL COUNTY 403(B) PLAN | WESTMINSTER MD | 271 | $6.3M | $17K |
