Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding JP Morgan Mid Cap Growth R6 Fd in their Schedule of Assets, totaling $31.2M 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 | MILES SAND & GRAVEL COMPANY MILES SAND & GRAVEL COMPANY RETIREMENT PLAN | PUYALLUP WA | 513 | $58.1M | $6.1M |
| 2 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $2.6M |
| 3 | PROCENTRIX, LLC PROCENTRIX RETIREMENT TRUST |
HERNDON VA |
| 373 |
| $40.7M |
| $2.5M |
| 4 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN | NEWTON MA | 1,024 | $143.2M | $2.3M |
| 5 | INDEPENDENT PHYSICIANS RESOURCE, INC. INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,606 | $84.4M | $1.8M |
| 6 | AVION SOLUTIONS, INC. AVION SOLUTIONS, INC. 401(K) PLAN | HUNTSVILLE AL | 265 | $61.9M | $1.4M |
| 7 | MINNEAPOLIS CLINIC OF NEUROLOGY LTD MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN | GOLDEN VALLEY MN | 234 | $72.7M | $1.3M |
| 8 | WEST MONROE PARTNERS, INC. WEST MONROE PARTNERS, INC. 401(K) PLAN | CHICAGO IL | 1,588 | $726.7M | $1.3M |
| 9 | ND PAPER INC. ND PAPER RETIREMENT PLAN | OAK BROOK IL | 330 | $85.1M | $1.3M |
| 10 | MARTIN TRANSPORTATION SYSTEMS, INC TRANSPORTATION AND LOGISTICS 401(K) PLAN | BYRON CENTER MI | 1,208 | $25.8M | $1.2M |
