Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan JP Morgan Mid Cap Growth - in their Schedule of Assets, totaling $2.1M 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 | FERTITTA ENTERTAINMENT, INC. SPORTS, HOSPITALITY AND ENTERTAINMENT 401(K) PLAN | HOUSTON TX | 12,620 | $181.4M | $1.5M |
| 2 | S.W. BAJUS, LTD. S.W. BAJUS, LTD. 401K PLAN & TRUST | ST. DAVIDS PA | 69 | $7.9M | $280K |
| 3 | CENTER FOR SUSTAINABLE ENERGY CENTER FOR SUSTAINABLE ENERGY |
SAN DIEGO CA |
| 240 |
| $15.5M |
| $70K |
| 4 | MULLIGAN FUNDING, LLC MULLIGAN FUNDING 401(K) PLAN | SAN DIEGO CA | 146 | $9.1M | $69K |
| 5 | HODESS CLEANROOM CONSTRUCTION LLC HODESS CLEANROOM CONSTRUCTION LLC THRIFT 401(K) PLAN | ATTLEBORO MA | 199 | $15.3M | $59K |
| 6 | INSPIRITEC, INC. INSPIRITEC, INC. 401K RETIREMENT PLAN | PHILADELPHIA PA | 1,130 | $13.0M | $48K |
| 7 | ORW USA, INC. ORW USA 401(K) PLAN | GARDENA CA | 484 | $4.5M | $39K |
| 8 | RIPLEY ENTERTAINMENT, INC. RIPLEY ENTERTAINMENT 401(K) PLAN | ORLANDO FL | 553 | $15.7M | $29K |
| 9 | DIRECTION HOME OF EASTERN OHIO, INC. AREA AGENCY ON AGING 11, INC. 401(K) PLAN | YOUNGSTOWN OH | 149 | $8.7M | $5K |
