Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Funds Mid Cap Growth in their Schedule of Assets, totaling $35.0M 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 | USI INSURANCE SERVICES LLC USI 401(K) PLAN | VALHALLA NY | 10,494 | $1.5B | $34.2M |
| 2 | ALECTO HEALTHCARE SERVICES LLC ALECTO HEALTHCARE SERVICES 401(K) RETIREMENT SAVINGS PLAN | GLENDALE CA | 506 | $39.5M | $724K |
