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 Mutual Fund N/A in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $824K |
| 2 | MAGNUM ELECTRIC, INC. MAGNUM ELECTRIC 401(K) PROFIT SHARING PLAN | WEST FARGO ND | 373 | $13.4M | $637K |
| 3 | SWANSON HEALTH PRODUCTS, INC. SWANSON HEALTH PRODUCTS, INC. 401(K) PROFIT SHARING PLAN |
FARGO ND |
| 458 |
| $29.5M |
| $536K |
| 4 | ADAMS THERMAL SYSTEMS INC. ADAMS THERMAL SYSTEMS RETIREMENT SAVINGS PLAN | CANTON SD | 240 | $16.2M | $57K |
