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 Mutual fund N/A in their Schedule of Assets, totaling $12.7M 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 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $8.3M |
| 2 | D.A. DAVIDSON COMPANIES D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN | GREAT FALLS MT | 1,609 | $543.1M | $3.1M |
| 3 | SWIRE PACIFIC HOLDINGS INC. |
DRAPER UT |
| 7,065 |
| $341.4M |
| $1.2M |
| 4 | O.P.E.N. AMERICA, INC. DBA OPENWORKS O.P.E.N. AMERICA, INC. DBA OPENWORKS 401(K) PLAN | PHOENIX AZ | 124 | $4.3M | $21K |
