Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JP Morgan Mid Cap Growth R6 Fund Mutual fund in their Schedule of Assets, totaling $10.9M 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 | R.S. HUGHES COMPANY, INC. R.S. HUGHES COMPANY, INC. 401(K) PLAN | SUNNYVALE CA | 585 | $62.0M | $4.2M |
| 2 | LUVATA APPLETON, LLC LUVATA APPLETON LLC INVESTMENT PLAN | KIMBERLY WI | 182 | $35.5M | $1.7M |
| 3 | PANASONIC ENERGY CORPORATION OF AMERICA PANASONIC ENERGY CORPORATION OF AMERICA EMPLOYEE'S 401(K) SAVINGS PLAN |
COLUMBUS GA |
| 161 |
| $21.8M |
| $1.0M |
| 4 | WILLIAM C. SMITH & CO. WILLIAM C. SMITH & CO. 401(K) PLAN | WASHINGTON DC | 421 | $35.4M | $1.0M |
| 5 | BELL-CARTER FOODS, LLC. BELL-CARTER FOODS, LLC EMPLOYEE RETIREMENT PLAN | WALNUT CREEK CA | 211 | $37.8M | $699K |
| 6 | STEINBERG HART STEINBERG HART 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 103 | $35.5M | $578K |
| 7 | USC, LLC USC, LLC 401(K) PLAN | SABETHA KS | 113 | $9.1M | $440K |
| 8 | STUBBE & ASSOCIATES, INC. STUBBE & ASSOCIATES, INC. SAVINGS PLAN | MINNETONKA MN | 101 | $12.5M | $364K |
| 9 | ACCESS TECHNOLOGIES, INC. ACCESS TECHNOLOGIES, INC. 401(K) PLAN | WAUKEE IA | 245 | $14.8M | $358K |
| 10 | PREMIER ANESTHESIA OF PENNSYLVANIA, P.C. PREMIER ANESTHESIA 401(K) PLAN | ALPHARETTA GA | 99 | $12.7M | $253K |
