Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Investment Mgmt. Inc. JP Morgan Mid Cap Growth R6 Fund in their Schedule of Assets, totaling $11.2M 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 | TMG INSURANCE SERVICES, LLC GUIDEONE INSURANCE COMPANY 401(K) PLAN | WEST DES MOINES IA | 459 | $173.5M | $5.4M |
| 2 | TMG INSURANCE SERVICES, LLC THE MUTUAL GROUP 401(K) PLAN | WEST DES MOINES IA | 482 | $183.5M | $5.2M |
| 3 | FEARLESS SOLUTIONS, LLC EMPLOYEE BENEFIT PLAN OF FEARLESS SOLUTIONS, LLC |
BALTIMORE MD |
| 258 |
| $23.0M |
| $325K |
| 4 | COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP UFINANCIAL EMPLOYEES 401(K) PLAN | MECHANICSBURG PA | 123 | $8.2M | $215K |
| 5 | ROADSAFE TRAFFIC SYSTEMS ROADSAFE TRAFFIC SYSTEMS, INC. 401(K) PLAN | ROMEOVILLE IL | 2,153 | $59.5M | $7K |
