Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JPMorgan Mid Cap Growth Fund R6 N/R in their Schedule of Assets, totaling $225K 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 | CENTER FOR ELDERS' INDEPENDENCE CENTER FOR ELDERS' INDEPENDENCE 403(B) PLAN | OAKLAND CA | 413 | $27.9M | $91K |
| 2 | SCHOLARSHIP AMERICA INC. SCHOLARSHIP AMERICA 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 192 | $9.6M | $76K |
| 3 | POSITIVE DEVELOPMENT, INC. POSITIVE DEVELOPMENT 401(K) PLAN |
MCLEAN VA |
| 711 |
| $5.2M |
| $59K |
