Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding JP Morgan Mid‐Cap Growth Fund in their Schedule of Assets, totaling $105.6M 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 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $28.0M |
| 2 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $16.5M |
| 3 | THE IOWA CLINIC, P.C. THE IOWA CLINIC 401(K) PROFIT SHARING PLAN |
WEST DES MOINES IA |
| 1,230 |
| $328.9M |
| $7.1M |
| 4 | VITOL INC. VITOL INC. 401(K) PLAN | HOUSTON TX | 443 | $165.4M | $5.4M |
| 5 | REDINGTON FAIRVIEW GENERAL HOSPITAL REDINGTON-FAIRVIEW GENERAL HOSPITAL 403(B) PLAN | SKOWHEGAN ME | 850 | $59.8M | $4.9M |
| 6 | TELETRACKING TECHNOLOGIES, INC. TELETRACKING TECHNOLOGIES, INC. 401(K) PLAN | PITTSBURGH PA | 211 | $61.8M | $4.7M |
| 7 | STEEL WAREHOUSE COMPANY LLC STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDATED PROFIT SHARING PLAN | SOUTH BEND IN | 1,585 | $128.3M | $4.6M |
| 8 | LOUIS DREYFUS COMPANY LLC LOUIS DREYFUS RETIREMENT SAVINGS PLAN | WILTON CT | 1,115 | $287.0M | $3.6M |
| 9 | THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP SWBMG 401(K) PLAN | SAN FRANCISCO CA | 221 | $149.2M | $3.2M |
| 10 | AMERICAN NATIONAL BANK AMERICAN NATIONAL BANK 401(K) PROFIT SHARING PLAN | OMAHA NE | 521 | $81.8M | $3.1M |