Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Mid Cap Growth R4 Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | AIRX CLIMATE SOLUTIONS, INC. AIRX CLIMATE SOLUTIONS, INC. 401(K) PLAN | YUKON OK | 570 | $31.7M | $1.5M |
| 2 | HEALTH IMPERATIVES, INC. HEALTH IMPERATIVES, INC. RETIREMENT SAVINGS PLAN | BROCKTON MA | 172 | $8.4M | $22K |
