Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Mid Cap Eq R6 Fund in their Schedule of Assets, totaling $6.8M 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 | SMC, LTD. SMC RETIREMENT PLAN | SOMERSET WI | 1,447 | $78.9M | $3.1M |
| 2 | DAKOTA SUPPLY GROUP, INC. DAKOTA SUPPLY GROUP, INC. 401(K) PLAN | PLYMOUTH MN | 1,035 | $77.6M | $1.3M |
| 3 | M-AURORA WORLDWIDE (US) LP M-AURORA 401(K) PLAN | LONG BEACH |
| 15 |
| $41.5M |
| $1.1M |
| 4 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $530K |
| 5 | CAPE AIR/NANTUCKET AIRLINES CAPE AIR/NANTUCKET AIRLINES KSOP RETIREMENT PLAN | HYANNIS MA | 570 | $34.9M | $426K |
| 6 | MAPLETREE US MANAGEMENT LLC MAPLETREE US MANAGEMENT LLC RETIREMENT PLAN | NEW YORK NY | 142 | $8.6M | $179K |
| 7 | EGLIN FEDERAL CREDIT UNION EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FT WALTON BEACH FL | 393 | $28.7M | $165K |
