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 R5 Fd in their Schedule of Assets, totaling $7.0M 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 | DE NORA TECH, LLC. DE NORA 401(K) SAVINGS PLAN | CONCORD OH | 447 | $86.2M | $5.1M |
| 2 | NATIONAL PEN CO. LLC NATIONAL PEN & ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | SHELBYVILLE TN | 200 | $41.7M | $1.0M |
| 3 | BOUMA GROUP, INC. BOUMA GROUP, INC. RETIREMENT PLAN |
GRAND RAPIDS MI |
| 194 |
| $31.4M |
| $789K |
| 4 | THE ARC OF THE CENTRAL CHESAPEAKE REGION, INC. THE ARC OF THE CENTRAL CHESAPEAKE REGION, INC. 403(B) PLAN | LINTHICUM HEIGHTS MD | 623 | $7.6M | $31K |