Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Jpm Mid Cap Grth R5 in their Schedule of Assets, totaling $617K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JERGENS, INC. JERGENS, INC. SALARY REDUCTION PROFIT SHARING RETIREMENT PLAN AND TRUST | CLEVELAND OH | 252 | $26.2M | $430K |
| 2 | CUSTOMIZED DISTRIBUTION SERVICES, INC. CUSTOMIZED DISTRIBUTION SERVICES, INC. 401(K) PLAN | WHARTON NJ | 1,051 | $9.6M | $186K |
