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 R5 N/R 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIVENT HEALTH VIVENT HEALTH 401K PLAN | MILWAUKEE WI | 544 | $34.8M | $896K |
| 2 | J & B GROUP INC. J & B GROUP, INC. 401(K) PLAN AND TRUST | ST. MICHAEL MN | 607 | $96.0M | $612K |
