Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding JP Morgan Mid-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $19.8M 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 | LINCARE INC. LINCARE EMPLOYEES' 401(K) PLAN | CLEARWATER FL | 10,501 | $469.8M | $12.3M |
| 2 | ENNOVI INDUSTRIES, INC. ENNOVI INDUSTRIES, INC. 401K PLAN | COLLEGE POINT NY | 650 | $48.3M | $3.7M |
| 3 | IRWIN CAR AND EQUIPMENT IRWIN CAR AND EQUIPMENT 401(K) PROFIT SHARING PLAN |
IRWIN PA |
| 212 |
| $17.9M |
| $1.0M |
| 4 | TATA CONSUMER PRODUCTS US HOLDINGS, INC. TATA CONSUMER PRODUCTS 401(K) PLAN | WOODCLIFF LAKE NJ | 161 | $16.7M | $841K |
| 5 | ENGINEERED AIR BALANCE CO., INC. ENGINEERED AIR BALANCE CO., INC. 401(K) PROFIT SHARING PLAN | RICHARDSON TX | 152 | $37.2M | $381K |
| 6 | CITY BARBEQUE CITY BARBEQUE 401K PLAN | DUBLIN OH | 1,249 | $15.3M | $322K |
| 7 | EIGHT O'CLOCK COFFEE COMPANY TATA CONSUMER PRODUCTS 401(K) PLAN | MONTVALE NJ | 78 | $15.2M | $277K |
| 8 | SOLIDIFI U.S. INC. SOLIDIFI 401(K) PLAN | BUFFALO NY | 246 | $18.5M | $227K |
| 9 | RALEIGH MEDICAL GROUP, P.A. RALEIGH MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 315 | $35.0M | $145K |
| 10 | HAAKON INDUSTRIES, INC. ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY HAAKON INDUSTRIES, INC. | CHENEY WA | 196 | $6.4M | $144K |
