Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Mid Cap Growth R5 Pooled Separate Account in their Schedule of Assets, totaling $2.1M 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 | WATCHPOINT LOGISTICS, INC. WATCHPOINT LOGISTICS, INC. 401(K) PROFIT SHARING PLAN | BURLINGAME CA | 114 | $15.1M | $1.5M |
| 2 | PORTLAND HOSPITAL SERVICE CORPORATION PORTLAND HOSPITAL SERVICE CORPORATION EMPLOYEES' RETIREMENT PLAN | PORTLAND OR | 103 | $4.8M | $460K |
| 3 | VERNET US CORPORATION |
COLUMBUS IN |
| 166 |
| $6.4M |
| $143K |