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 Growth Fund Class I in their Schedule of Assets, totaling $9.6M 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 | EMBRY-RIDDLE AERONAUTICAL UNIVERSITY EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTONA BEACH FL | 4,106 | $641.1M | $4.6M |
| 2 | SPECIALTY STEEL WORKS INCORPORATED SPECIALTY STEEL WORKS INCORPORATED 401(K) RETIREMENT SAVINGS PLAN | HAMMOND IN | 221 | $50.9M | $3.8M |
| 3 | SPECIALTY STEEL WORKS INCORPORATED |
HAMMOND IN |
| 417 |
| $25.5M |
| $908K |
| 4 | HUSQVARNA U.S. HOLDINGS, INC. HUSQVARNA PENSION PLAN | CHARLOTTE NC | 51 | $38.3M | $296K |
