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 R6 Mutual Fund in their Schedule of Assets, totaling $11.9M 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 | YOKOGAWA USA, INC. YOKOGAWA USA, INC. WEALTH BUILDER | NEWNAN GA | 731 | $190.9M | $8.8M |
| 2 | SPEEDWAY MOTORS, INC. SPEEDWAY MOTORS, INC. 401(K) PLAN | LINCOLN NE | 519 | $36.7M | $2.1M |
| 3 | RUSSELL STOVER CHOCOLATES, LLC LINDT & SPRUNGLI NORTH AMERICA, INC. AND RUSSELL STOVER CHOCOLATES, LLC 401(K) PLAN |
KANSAS CITY MO |
| 1,606 |
| $90.3M |
| $926K |
| 4 | FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN | FORT WORTH TX | 492 | $28.8M | $15K |
