Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JP Morgan Mid Cap Growth N/R in their Schedule of Assets, totaling $202K 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 | NEW ENGLAND DEACONESS ASSOCIATION NEDA 401(K) PLAN | CONCORD MA | 687 | $20.7M | $103K |
| 2 | JOURNEY BANK JOURNEY BANK EMPLOYEES' PROFIT SHARING PLAN | BLOOMSBURG PA | 264 | $18.5M | $98K |
| 3 | COPART, INC. COPART, INC. 401(K) RETIREMENT SAVINGS PLAN |
DALLAS TX |
| 7,203 |
| $134.1M |
| $2K |