Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Funds Mid-Cap Growth R6 Fund in their Schedule of Assets, totaling $3.6M 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 | PARSONS COMPANY, INC. PARSONS COMPANY, INC. PROFIT SHARING AND 401(K) PLAN | ROANOKE IL | 208 | $29.0M | $1.0M |
| 2 | WEST COAST ARBORISTS, INC. WEST COAST ARBORISTS, INC. 401(K) SALARY SAVINGS AND PROFIT SHARING PLAN | ANAHEIM CA | 237 | $27.9M | $787K |
| 3 | QUISITIVE, LLC |
IRVING TX |
| 395 |
| $52.4M |
| $771K |
| 4 | EMA GROUP, INC. EMA 401(K) RETIREMENT PLAN | SAINT PAUL MN | 63 | $14.4M | $616K |
| 5 | PKL SERVICES, INC. PKL SERVICES, INC. CFT 401(K) PLAN | POWAY CA | 370 | $16.4M | $400K |