Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Funds JP Morgan Mid Cap Growth in their Schedule of Assets, totaling $1.5M 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 | GETTEL AUTOMOTIVE, INC. GETTEL AUTOMOTIVE, INC. 401(K) PLAN | BRADENTON FL | 1,232 | $42.1M | $1.3M |
| 2 | INSTITUTE FOR PUBLIC HEALTH INNOVATION INSTITUTE FOR PUBLIC HEALTH INNOVATION 403(B) RETIREMENT PLAN | WASHINGTON DC | 62 | $5.2M | $162K |
