Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan JPM Mid Cap Grth R6 in their Schedule of Assets, totaling $3.3M 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 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $1.7M |
| 2 | STALLION INFRASTRUCTURE SERVICES, LTD. STALLION OILFIELD SERVICES LTD 401(K) PLAN | HOUSTON TX | 977 | $41.0M | $1.1M |
| 3 | FAROUK SYSTEMS INC. FAROUK SYSTEMS, INC. 401(K) PLAN |
HOUSTON TX |
| 769 |
| $15.4M |
| $171K |
| 4 | HERZING UNIVERSITY, LTD HERZING UNIVERSITY, LTD. SAVINGS PLAN | MILWAUKEE WI | 1,634 | $61.9M | $160K |
| 5 | CATAMORPHIC CO. LAUNCHDARKLY 401(K) PLAN | OAKLAND CA | 391 | $33.1M | $99K |
| 6 | MEDIEVAL TIMES ENTERTAINMENT, INC. MEDIEVAL TIMES 401(K) PLAN | IRVING TX | 1,677 | $11.2M | $53K |
| 7 | SONDERMIND, INC. SONDERMIND, INC. 401(K) PLAN | DENVER CO | 261 | $12.5M | $22K |
| 8 | RUSSELL SIGLER, INC. SIGLER PROFIT SHARING AND 401(K) PLAN | TOLLESON AZ | 806 | $120.2M | $6K |