Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding JPMorgan JPMorgan Mid Cap Gr R6 in their Schedule of Assets, totaling $35.1M 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 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $5.2M |
| 2 | ATRICURE, INC. ATRICURE, INC. 401(K) PLAN | MASON OH | 1,189 | $151.0M | $5.1M |
| 3 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN |
LOUISVILLE KY |
| 3,214 |
| $166.6M |
| $4.3M |
| 4 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES | FRANKFURT KY | 1,456 | $102.8M | $3.3M |
| 5 | 61ST STREET SERVICE CORPORATION 61ST STREET SERVICE CORPORATION 401(K) RETIREMENT PLAN | NEW YORK NY | 1,497 | $62.7M | $3.1M |
| 6 | ONEHARRIS, INC. HARRIS 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 681 | $82.6M | $2.7M |
| 7 | NEXTRAN CORPORATION NEXTRAN TRUCK CENTERS 401(K) PLAN | JACKSONVILLE FL | 1,229 | $64.2M | $2.1M |
| 8 | UNITY HEALTH UNITY HEALTH RETIREMENT PLAN | SEARCY AR | 1,626 | $75.3M | $1.9M |
| 9 | UNITY HEALTH UNITY HEALTH 403(B) RETIREMENT PLAN | SEARCY AR | 1,192 | $49.8M | $1.6M |
| 10 | CITIZENS MEMORIAL HOSPITAL DISTRICT CITIZENS MEMORIAL HEALTH CARE SYSTEM PROFIT SHARING PLAN | BOLIVAR MO | 2,410 | $40.9M | $855K |
