Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM MID CAP GRTH R6 Mutual Funds in their Schedule of Assets, totaling $7.3M 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 | PROSPERITY SERVICE GROUP, LLC PROSPERITY SERVICE GROUP, LLC 401(K) PLAN | ROANOKE VA | 325 | $51.5M | $3.6M |
| 2 | TRIUMVIRATE ENVIRONMENTAL, INC. TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN | SOMERVILLE MA | 1,182 | $57.6M | $1.9M |
| 3 | WOODSTREAM CORPORATION |
LANCASTER PA |
| 494 |
| $50.5M |
| $1.7M |