Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan Mid Cap Growth R6 Mutual fund n/a in their Schedule of Assets, totaling $7.8M 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 | MINNESOTA VALLEY TESTING LABORATORIES, INC. MINNESOTA VALLEY TESTING LABORATORIES, INC. 401(K) EMPLOYEE SAVINGS & RETIREMENT PLAN | NEW ULM MN | 179 | $25.7M | $1.8M |
| 2 | INDUSTRIAL BUILDERS, INC. INDUSTRIAL BUILDERS, INC. RETIREMENT PLAN | FARGO ND | 156 | $30.6M | $1.4M |
| 3 | HYDE ENGINEERING + CONSULTING, INC. |
BOULDER CO |
| 93 |
| $24.7M |
| $1.4M |
| 4 | EVENTIDE EVENTIDE 403(B) TAX DEFERRED SAVINGS PLAN | MOORHEAD MN | 1,122 | $22.3M | $1.3M |
| 5 | NORRIS DESIGN, INC. NORRIS DESIGN 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 139 | $20.5M | $919K |
| 6 | SBC, INC. SBC 401(K) PLAN AND TRUST | BOZEMAN MT | 98 | $12.7M | $426K |
| 7 | BRIGHTEDGE TECHNOLOGIES, INC. BRIGHTEDGE TECHNOLOGIES, INC. 401(K) PLAN | SAN MATEO CA | 282 | $17.1M | $270K |
| 8 | SPARBOE FARMS, INC. SPARBOE FARMS, INC. 401(K) PLAN | LITCHFIELD MN | 45 | $7.9M | $136K |
| 9 | GRAMMER INC. GRAMMER COLLECTIVE BARGAINED RETIREMENT PLAN | PLYMOUTH MI | 188 | $6.0M | $100K |
| 10 | PERSONA SIGNS, LLC PERSONA SIGNS, LLC 401(K) RETIREMENT SAVINGS PLAN | WATERTOWN SD | 400 | $20.5M | $56K |
