Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan JPMorgan Mid Cap Growth Fund; Class 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ADVARIO NORTH AMERICA LLC ADVARIO NORTH AMERICAN LLC DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 120 | $38.1M | $1.5M |
| 2 | BROWNSTEIN HYATT FARBER SCHRECK, LLP BROWNSTEIN HYATT FARBER SCHRECK RETIREMENT PLAN | DENVER CO | 568 | $247.8M | $984K |
| 3 | ALTIVIA PETROCHEMICALS, LLC |
HOUSTON TX |
| 450 |
| $33.7M |
| $743K |
| 4 | PORTER HEDGES LLP PORTER HEDGES SALARY DEFERRAL 401(K) PLAN | HOUSTON TX | 90 | $46.8M | $673K |
| 5 | SKYWAY UNDERWRITERS, LLC AMERICAN COASTAL 401K PLAN | ST. PETERSBURG FL | 79 | $24.5M | $281K |
| 6 | NEWPORT GROUP, INC. QUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN | FOLSOM CA | 1,212 | $17.9M | $166K |
| 7 | AVASURE OPCO HOLDINGS, INC. AVASURE 401(K) PLAN | BELMONT MI | 244 | $18.3M | $122K |
| 8 | CHARLIE HEALTH, INC. CHARLIE HEALTH 401(K) PLAN | BOZEMAN MT | 1,511 | $14.6M | $107K |
| 9 | BRODART CO. BRODART RETIREMENT PLAN | WILLIAMSPORT PA | 360 | $17.5M | $52K |
| 10 | GRACE INSPIRED MINISTRIES GRACE INSPIRED MINISTRIES 401K PLAN | TELFORD PA | 466 | $16.3M | $6K |
