Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Mid Cap Growth I Mutual Fund in their Schedule of Assets, totaling $3.3M 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 | K & H PRINTERS-LITHOGRAPHERS, INC. K & H PRINTERS-LITHOGRAPHERS, INC. 401K RETIREMENT & PROFIT SHARING PLAN | EVERETT WA | 191 | $16.1M | $2.4M |
| 2 | CARIBOU COFFEE COMPANY, INC. CARIBOU COFFEE COMPANY, INC. AND SUBSIDIARIES 401(K) PLAN | BROOKLYN CENTER MN | 7,328 | $46.3M | $844K |
| 3 | PHI D/B/A PRESBYTERIAN SENIOR LIVING |
DILLSBURG PA |
| 1,038 |
| $20.3M |
| $61K |
