Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding JP Morgan JP Morgan Mid-Cap Growth Fund in their Schedule of Assets, totaling $9.4M 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 | ROUSH INDUSTRIES, INC. ROUSH 401(K) PROFIT SHARING PLAN | LIVONIA MI | 4,518 | $366.5M | $3.2M |
| 2 | APPLIED SYSTEMS, INC. APPLIED SYSTEMS, INC. RETIREMENT SAVINGS PLAN | UNIVERSITY PARK IL | 1,704 | $225.8M | $2.6M |
| 3 | CAFFEY DISTRIBUTING COMPANY, INC. CAFFEY DISTRIBUTING COMPANY, INC. RETIREMENT SAVINGS PLAN |
GREENSBORO NC |
| 421 |
| $17.2M |
| $846K |
| 4 | UB GREENSFELDER LLP UB GREENSFELDER LLP RETIREMENT/401(K) PLAN | CLEVELAND OH | 292 | $191.4M | $824K |
| 5 | GAME SHOW NETWORK LLC GAME SHOW NETWORK 401(K) & PROFIT SHARING PLAN | SANTA MONICA CA | 1 | $29.4M | $489K |
| 6 | ODFJELL HOLDINGS (US) INC. ODFJELL HOLDINGS (US) INC. 401(K) PLAN | HOUSTON TX | 213 | $28.4M | $312K |
| 7 | BOOTS RETAIL USA, INC. BOOTS RETAIL USA, INC. 401(K) PLAN | CHICAGO IL | 56 | $10.8M | $287K |
| 8 | PROJECTS UNLIMITED INC. PROJECTS UNLIMITED INC. 401(K) PLAN AND TRUST | DAYTON OH | 157 | $13.4M | $240K |
| 9 | THE CSI COMPANIES, INC. THE CSI COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | JACKSONVILLE FL | 1,959 | $24.6M | $213K |
| 10 | BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO CA | 95 | $12.9M | $144K |
