Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Mid Cap Growth R6 Registered investment company in their Schedule of Assets, totaling $13.6M 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 | ATRION CORPORATION ATRION CORPORATION 401(K) SAVINGS PLAN | ALLEN TX | 649 | $63.0M | $5.4M |
| 2 | GOODFELLOW CIVIL CORP. GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN | WENATCHEE WA | 422 | $174.3M | $4.8M |
| 3 | AGILE SPORTS TECHNOLOGIES, INC. AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN |
LINCOLN NE |
| 736 |
| $59.3M |
| $2.0M |
| 4 | NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION 403B RETIREMENT PLAN | ROME NY | 381 | $72.0M | $405K |
| 5 | SOUND COMMUNITY BANK SOUND COMMUNITY BANK 401(K) PROFIT SHARING PLAN | SEATTLE WA | 147 | $15.1M | $347K |
| 6 | GRAPHIC SOLUTIONS GROUP, INC GRAPHIC SOLUTIONS GROUP, INC 401(K) PLAN AND TRUST AGREEMENT | DALLAS TX | 289 | $28.1M | $342K |
| 7 | POPHEALTHCARE, LLC POPHEALTHCARE, LLC 401(K) PLAN | FRANKLIN TN | 717 | $19.5M | $295K |
| 8 | FOSTER ADOPT CONNECT, INC. FOSTER ADOPT CONNECT EMPLOYEE SAVINGS PLAN | INDEPENDENCE MO | 295 | $3.5M | $28K |
| 9 | STANGE LAW FIRM PC STANGE LAW FIRM, PC 401(K) PROFIT SHARING PLAN | CLAYTON MO | 79 | $1.7M | $3K |
