Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding JP Morgan Mid-Cap Growth Mutual fund in their Schedule of Assets, totaling $23.4M 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 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $8.0M |
| 2 | PRIMARY RESIDENTIAL MORTGAGE, INC. PRIMARY RESIDENTIAL MORTGAGE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,066 | $81.7M | $4.4M |
| 3 | BANNER CORPORATION |
WALLA WALLA WA |
| 1,957 |
| $258.6M |
| $4.2M |
| 4 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $1.5M |
| 5 | CUTTER & BUCK INC. CUTTER & BUCK 401(K) PLAN | RENTON WA | 334 | $27.1M | $1.5M |
| 6 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ PA | 436 | $26.4M | $734K |
| 7 | ANDERSON ERICKSON DAIRY CO. ANDERSON-ERICKSON DAIRY CO. PROFIT SHARING AND 401(K) PLAN | DES MOINES IA | 185 | $18.2M | $561K |
| 8 | TG THERAPEUTICS, INC. TG THERAPEUTICS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 335 | $26.8M | $385K |
| 9 | DATAPATH, INC. DATAPATH, INC. 401(K) RETIREMENT PLAN | DULUTH GA | 127 | $12.3M | $359K |
| 10 | UNITED DAIRY, INC. UNITED DAIRY, INC. 401(K) PLAN | MARTINS FERRY OH | 126 | $11.7M | $337K |
