Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan Mid Cap Growth Fund R3 in their Schedule of Assets, totaling $1.8M 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 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG MD | 1,044 | $97.8M | $940K |
| 2 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG MD | 1,034 | $104.3M | $891K |
