Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Mid Cap Equity # in their Schedule of Assets, totaling $7.5M 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 | OAK VIEW GROUP, LLC OAK VIEW GROUP 401(K) PLAN | PHILADELPHIA PA | 49,999 | $176.1M | $4.3M |
| 2 | THE PROFESSIONAL GOLFERS' ASSOCIATION OF AMERICA THE PGA OF AMERICA 401(K) RETIREMENT PLAN | FRISCO TX | 508 | $71.0M | $2.6M |
| 3 | THE PROFESSIONAL GOLFERS' ASSOCIATION OF AMERICA |
FRISCO TX |
| 383 |
| $29.0M |
| $646K |
| 4 | ARCH-CON CORPORATION ARCH-CON. 401(K) PLAN | HOUSTON TX | 114 | $14.2M | $3K |
