Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Mid-Cap Growth R5 - in their Schedule of Assets, totaling $1.6M 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 | LAMERS BUS LINES, INC. LAMERS BUS LINES, INC. 401(K) PROFIT SHARING PLAN | GREEN BAY WI | 1,334 | $26.6M | $499K |
| 2 | PERFORMING ARTS CENTER TRUST, INC. ARSHT CENTER 401(K) PLAN | MIAMI FL | 105 | $8.8M | $303K |
| 3 | ANDERSON DEVELOPMENT COMPANY ANDERSON DEVELOPMENT CO. EMPLOYEES RETIREMENT SAVINGS PLAN |
ADRIAN MI |
| 122 |
| $33.6M |
| $212K |
| 4 | FRIESEN GROUP INC. FRIESEN GROUP 401K PLAN | REDDING CA | 122 | $13.0M | $175K |
| 5 | PEOPLE'S TRUST INSURANCE CO. PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 312 | $19.9M | $149K |
| 6 | SUPERLATIVE TECHNOLOGIES, INC. SUPERLATIVE TECHNOLOGIES, INC. 401(K) PLAN | ASHBURN VA | 151 | $17.2M | $143K |
| 7 | WINCORE WINDOW CO., LLC WINCORE WINDOW CO., LLC 401K PLAN | PARKERSBURG WV | 520 | $5.4M | $98K |
