Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding JP Morgan Jpmorgan Mid Cap Growth-R6 in their Schedule of Assets, totaling $24.2M 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 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $10.3M |
| 2 | ALLIANCE COMMUNITY HOSPITAL/OHIO NURSES ASSOCIATION THE ALLIANCE COMMUNITY HOSPITAL/OHIO NURSES ASSOCIATION MATCHED FUND RETIREMENT PLAN | ALLIANCE OH | 87 | $21.7M | $3.2M |
| 3 | TRUSTBRIDGE, INC. |
WEST PALM BEACH FL |
| 1,076 |
| $69.6M |
| $979K |
| 4 | FAITHLIFE, LLC FAITHLIFE 401(K) PLAN | BELLINGHAM WA | 261 | $34.6M | $924K |
| 5 | FOWLER WHITE BURNETT, P.A. FOWLER WHITE BURNETT P.A. PROFIT SHARING 401(K) PLAN | MIAMI FL | 106 | $43.8M | $887K |
| 6 | COMMONWEALTH ENGINEERS, INC. COMMONWEALTH ENGINEERS, INC. SAVINGS PLAN | INDIANAPOLIS IN | 155 | $22.0M | $805K |
| 7 | CONCURRENT HRO, LLC CONCURRENT HRO 401(K) PLAN | BROOMFIELD CO | 1,641 | $61.7M | $618K |
| 8 | SUNSHINE ACE HARDWARE, INC. SUNSHINE ACE HARDWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BONITA SPRINGS FL | 511 | $19.4M | $614K |
| 9 | SUREFIRE, LLC SUREFIRE, LLC 401(K) PLAN | FOUNTAIN VALLEY CA | 375 | $23.7M | $565K |
| 10 | T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN | BETHESDA MD | 254 | $29.5M | $533K |
