Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding JPMorgan JPMorgan Mid-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $12.7M 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 | LOANDEPOT.COM, LLC LOANDEPOT.COM, LLC 401(K) PLAN | IRVINE CA | 4,828 | $397.5M | $5.3M |
| 2 | LOUISIANA WORKERS' COMPENSATION CORPORATION LOUISIANA WORKERS' COMPENSATION CORPORATION 401K SAVINGS PLAN | BATON ROUGE LA | 202 | $72.8M | $1.6M |
| 3 | PORTER HEDGES LLP PORTER HEDGES EMPLOYEE CAPITAL ACCUMULATION PLAN |
HOUSTON TX |
| 142 |
| $66.3M |
| $1.6M |
| 4 | STAUFFER BISCUIT COMPANY STAUFFER BISCUIT COMPANY 401(K) PLAN | YORK PA | 602 | $32.9M | $781K |
| 5 | PERDUE, BRANDON, FIELDER, COLLINS AND MOTT, L.L.P. PERDUE, BRANDON, FIELDER, COLLINS AND MOTT 401(K) PLAN | HOUSTON TX | 458 | $33.7M | $762K |
| 6 | CANVAS WORLDWIDE LLC CANVAS WORLDWIDE LLC RETIREMENT PLAN | PLAYA VISTA CA | 491 | $34.4M | $514K |
| 7 | AUTOMOTIVE CREDIT CORPORATION AUTOMOTIVE CREDIT-MICHAEL ANDREWS & ASSOCIATES 401(K) PLAN | SOUTHFIELD MI | 192 | $11.0M | $349K |
| 8 | BANDAI NAMCO ENTERTAINMENT AMERICA INC. BANDAI NAMCO 401(K) PLAN 1 | IRVINE CA | 186 | $45.2M | $337K |
| 9 | HILL & WILKINSON CONSTRUCTION GROUP, LTD HILL & WILKINSON CONSTRUCTION GROUP, LTD. 401(K) PLAN | RICHARDSON TX | 405 | $44.6M | $250K |
| 10 | BOX ACQUISITIONS, LLC (DBA BOX PARTNERS, LLC) BOX PARTNERS, LLC 401(K) PLAN | ELGIN IL | 411 | $12.5M | $185K |
