Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan JPM Mid Cap Grth R6 in their Schedule of Assets, totaling $4.7M 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 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $1.6M |
| 2 | NCINO, INC. NCINO, INC. 401(K) PLAN | WILMINGTON NC | 1,363 | $110.3M | $1.1M |
| 3 | OUTTEN & GOLDEN LLP OUTTEN & GOLDEN LLP 401(K) PLAN | NEW YORK NY |
| 130 |
| $30.0M |
| $782K |
| 4 | CANVAS WORLDWIDE LLC CANVAS WORLDWIDE LLC RETIREMENT PLAN | PLAYA VISTA CA | 491 | $34.4M | $514K |
| 5 | DRIVEWEALTH HOLDINGS, INC. DRIVEWEALTH 401(K) PLAN | NEW YORK NY | 264 | $16.8M | $295K |
| 6 | ASSOCIATED ENERGY GROUP, LLC DBA AEG FUELS AEG FUELS 401(K) PLAN | MIAMI FL | 330 | $12.2M | $183K |
| 7 | OPPORTUNITY FINANCIAL, LLC OPPORTUNITY FINANCIAL, LLC 401(K) PLAN | CHICAGO IL | 463 | $27.9M | $113K |
| 8 | MITCHELL HOLDING CO., INC. TM 401(K) PLAN | KERNERSVILLE NC | 176 | $11.3M | $84K |
| 9 | FORGE RESOURCES GROUP FORGE RESOURCE GROUP 401(K) PLAN | DEKALB IL | 187 | $14.9M | $63K |
