Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Mid Cap Growth R6 Mutual Funds in their Schedule of Assets, totaling $5.4M 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 | CARR, RIGGS & INGRAM, LLC CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST | ENTERPRISE AL | 2,234 | $328.2M | $3.3M |
| 2 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 2,567 | $192.3M | $1.5M |
| 3 | AEGEUS MANAGEMENT SERVICES |
HOUSTON TX |
| 235 |
| $26.6M |
| $270K |
| 4 | PESSIN KATZ LAW, PA PESSIN KATZ LAW, PA 401(K) PLAN | TOWSON MD | 98 | $21.2M | $245K |
| 5 | GEMINI BAKERY EQUIPMENT COMPANY GEMINI BAKERY EQUIPMENT COMPANY 401(K) PLAN | PHILADELPHIA PA | 124 | $15.0M | $179K |
