Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JP Morgan Mid-Cap Growth Fund Mutual Fund in their Schedule of Assets, totaling $20.1M 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 | WEST COAST PAPER COMPANY THE PROFIT SHARING PLAN AND TRUST OF WEST COAST PAPER COMPANY | KENT WA | 473 | $87.6M | $5.7M |
| 2 | PASCUA YAQUI TRIBE PASCUA YAQUI TRIBE ENTERPRISE 401(K) PLAN | TUCSON AZ | 1,882 | $75.6M | $3.7M |
| 3 | ONE WORKPLACE L. FERRARI, LLC ONE WORKPLACE L. FERRARI 401(K) PLAN |
SANTA CLARA CA |
| 866 |
| $100.1M |
| $1.3M |
| 4 | GLOSTEN, INC. GLOSTEN, INC. PROFIT SHARING/401(K) PLAN | SEATTLE WA | 122 | $50.7M | $1.2M |
| 5 | QUANTUMSCAPE BATTERY, INC. QUANTUMSCAPE BATTERY, INC. 401(K) PLAN | SAN JOSE CA | 825 | $39.9M | $1.2M |
| 6 | HELZBERG DIAMOND SHOPS LLC HELZBERG DIAMONDS SAVINGS PLAN | NORTH KANSAS CITY MO | 1,965 | $135.0M | $919K |
| 7 | MEDICAL DEPOT, INC. DRIVE MEDICAL DESIGN & MANUFACTURING DRIVE DEVILBISS HEALTHCARE 401(K) PLAN | PORT WASHINGTON NY | 864 | $77.6M | $826K |
| 8 | STOCKBRIDGE CAPITAL GROUP, LLC STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN | SAN FRANCISCO CA | 164 | $56.8M | $789K |
| 9 | BANK OF THE PACIFIC BANK OF THE PACIFIC 401(K) PLAN | ABERDEEN WA | 204 | $25.4M | $706K |
| 10 | UWAJIMAYA, INC. UWAJIMAYA, INC. 401(K) RETIREMENT PLAN | SEATTLE WA | 563 | $36.4M | $599K |
