Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan Mid-Cap Growth Fund Class R6 Mutual fund in their Schedule of Assets, totaling $9.9M 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 | DELTA ELECTRONICS (AMERICAS) LTD. DELTA AMERICA LTD. 401(K) SALARY SAVINGS PLAN AND TRUST | FREMONT CA | 429 | $170.3M | $2.7M |
| 2 | WHITEHEAD OIL COMPANY WHITEHEAD OIL COMPANY 401(K) PROFIT SHARING PLAN | LINCOLN NE | 524 | $20.2M | $2.5M |
| 3 | HUGHES HUBBARD & REED LLP |
NEW YORK NY |
| 89 |
| $43.2M |
| $1.3M |
| 4 | SIEGWERK USA CO. SIEGWERK USA CO. RETIREMENT PLAN | DES MOINES IA | 460 | $53.8M | $1.1M |
| 5 | SIEGWERK USA INC. SIEGWERK USA INC. RETIREMENT PLAN | DES MOINES IA | 451 | $58.6M | $1.1M |
| 6 | PARAMEDICS LOGISTICS OPERATING COMPANY, LLC PATIENTCARE 401(K) SAVINGS PLAN | TYLER TX | 2,302 | $49.8M | $756K |
| 7 | UNITY MEDICAL CENTER UNITY MEDICAL CENTER 401(K) PROFIT SHARING PLAN | GRAFTON ND | 170 | $9.1M | $314K |
| 8 | CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES EMPLOYEES RETIREMENT PLAN | CHADRON NE | 195 | $5.1M | $93K |
| 9 | COMMUNITY LIVING SERVICES, INC. COMMUNITY LIVING SERVICES, INC. 401(K) PLAN | FARGO ND | 256 | $17.8M | $27K |
| 10 | MERITAGE MEDICAL NETWORK MERITAGE MEDICAL NETWORK 401(K) PROFIT SHARING PLAN AND TRUST | PETALUMA CA | 83 | $13.2M | $2K |
