Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan JP Morgan Mid-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIRTU FINANCIAL OPERATING LLC VIRTU FINANCIAL LLC 401K PLAN | NEW YORK NY | 630 | $659.6M | $4.9M |
| 2 | UB FAMILY MEDICINE INC UB FAMILY MEDICINE INC 401(K) PROFIT SHARING PLAN AND TRUST | BUFFALO NY | 147 | $22.0M | $1.1M |
| 3 | GUARANTEED SUPPLY COMPANY GUARANTEED SUPPLY COMPANY EMPLOYEES SAVINGS PLUS AND PROFIT SHARING PLAN |
GREENSBORO NC |
| 198 |
| $25.7M |
| $420K |
| 4 | BEARING INSURANCE GROUP, LLC SBA DEFINED CONTRIBUTION PLAN FOR BEARING INSURANC | GLEN ALLEN VA | 256 | $39.8M | $349K |
| 5 | PROCONEX THE PROCONEX GROUP 401K PLAN | ROYERSFORD PA | 302 | $82.1M | $260K |
| 6 | SPICER JEFFRIES & CO LLP SPICER JEFFRIES & CO LLP 401(K) PROFIT SHARING PLAN & TRUST | DENVER CO | 97 | $5.3M | $154K |
