Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JP Morgan JP Morgan Mid-Cap Growth Fund R6 in their Schedule of Assets, totaling $13.6M 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 | FRANKFURT KURNIT KLEIN & SELZ, P.C. FRANKFURT KURNIT KLEIN & SELZ P.C. 401(K) PROFIT SHARING PLAN FOR SHAREHOLDER ATTORNEYS AND STAFF | NEW YORK NY | 104 | $85.1M | $6.2M |
| 2 | SH GROUP, INC. SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 548 | $140.7M | $4.4M |
| 3 | OLD HARBOR NATIVE CORPORATION |
ANCHORAGE AK |
| 2,204 |
| $61.4M |
| $1.0M |
| 4 | PINNACLE FINANCIAL CORPORATION PINNACLE FINANCIAL CORPORATION 401(K) PLAN | ELBERTON GA | 329 | $29.5M | $582K |
| 5 | KEY POINT HEALTH SERVICES, INC. KEY POINT HEALTH SERVICES, INC. RETIREMENT PLAN | ABERDEEN MD | 143 | $6.6M | $525K |
| 6 | RED DOT LLC RED DOT EMPLOYEE RETIREMENT PLAN | ATHENS TX | 278 | $12.5M | $212K |
| 7 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) | LAWRENCEBURG TN | 1,281 | $17.6M | $208K |
| 8 | GRIFFIN CAPITAL COMPANY, LLC GRIFFIN CAPITAL 401(K) PLAN | EL SEGUNDO CA | 64 | $13.4M | $162K |
| 9 | ROCK OAK SERVICES GROUP, LLC ROCK OAK SERVICES GROUP, LLC 401(K) PROFIT SHARING PLAN | SUMMERVILLE SC | 329 | $4.4M | $99K |
| 10 | DAILY'S PREMIUM MEATS, LLC DAILY'S PREMIUM MEATS RETIREMENT PLAN | MERRIAM KS | 1,273 | $23.1M | $55K |
