Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding JP Morgan Mid-Cap Growth R6 Mutual fund in their Schedule of Assets, totaling $57.2M 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 | SPIRENT COMMUNICATIONS, INC. THE SPIRENT COMMUNICATIONS 401(K) PLAN | FREDERICK MD | 799 | $449.7M | $24.9M |
| 2 | REFRESCO BEVERAGES US INC. THE REFRESCO USA 401(K) SAVINGS & RETIREMENT PLAN | TAMPA FL | 4,590 | $216.8M | $5.5M |
| 3 | SMARTE CARTE, INC. SMARTE CARTE, INC. 401(K) PLAN |
SAINT PAUL MN |
| 878 |
| $30.2M |
| $2.4M |
| 4 | SIDNEY FEDERAL CREDIT UNION SIDNEY FEDERAL CREDIT UNION 401(K) PLAN | SIDNEY NY | 196 | $25.5M | $2.4M |
| 5 | LAKELAND BANCORP, INC. LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | OAK RIDGE NJ | 842 | $107.4M | $1.9M |
| 6 | PROVIDENT BANK LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | ISELIN NJ | 637 | $107.5M | $1.6M |
| 7 | CRAMER PRODUCTION BUSINESS TRUST CRAMER PRODUCTION EMPLOYEE'S 401(K) PLAN | NORWOOD MA | 112 | $30.2M | $1.5M |
| 8 | BOSTON HEALTHCARE FOR HOMELESS PROGRAM, INC. BOSTON HEALTHCARE FOR THE HOMELESS 403(B) RETIREMENT PLAN | BOSTON MA | 718 | $34.5M | $1.4M |
| 9 | MAN ENERGY SOLUTIONS USA INC. MAN ENERGY SOLUTIONS USA INC. 401(K) PLAN | BROOKSHIRE TX | 303 | $54.1M | $1.3M |
| 10 | CHRIS AUFFENBERG FORD, INC. CHRIS AUFFENBERG AUTOMOTIVE 401(K) PROFIT SHARING PLAN | KIRKWOOD MO | 139 | $12.0M | $1.0M |
