Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding JP Morgan Mid-Cap Growth Fund R6 in their Schedule of Assets, totaling $5.7M 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 | AGIOS PHARMACEUTICALS AGIOS PHARMACEUTICALS 401(K) PLAN | CAMBRIDGE MA | 491 | $106.2M | $1.3M |
| 2 | PRIME AE GROUP, INC. PRIME AE GROUP, INC. 401(K) PLAN | COLUMBUS OH | 431 | $44.0M | $1.1M |
| 3 | PENNSYLVANIA MEDICAL SOCIETY PENNSYLVANIA MEDICAL SOCIETY 401(K) RETIREMENT SAVINGS PLAN |
MECHANICSBURG PA |
| 86 |
| $17.8M |
| $921K |
| 4 | CERTAIN AFFINITY, INC. CERTAIN AFFINITY 401(K) PLAN | AUSTIN TX | 143 | $21.2M | $465K |
| 5 | COMMUNITY BANCSHARES, INC. COMMUNITY BANCSHARES 401(K) PLAN | SENECA KS | 106 | $15.1M | $408K |
| 6 | SPECTRA TECH, INC. SPECTRA TECH, INC. 401(K) PLAN | OAK RIDGE TN | 208 | $15.6M | $385K |
| 7 | WESTERN TRAILER CO. WESTERN TRAILER CO. 401(K) PROFIT SHARING PLAN | BOISE ID | 294 | $26.9M | $217K |
| 8 | CHARLES PANKOW BUILDERS, LTD. PANKOW EMPLOYEES' PROFIT SHARING PLAN | PASADENA CA | 157 | $64.9M | $206K |
| 9 | COOLEY, INCORPORATED COOLEY, INC. SAVINGS PLAN | PAWTUCKET RI | 187 | $21.1M | $189K |
| 10 | SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN | WINSTON-SALEM NC | 160 | $8.9M | $148K |
