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;R6 in their Schedule of Assets, totaling $5.7M 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 | NUFARM AMERICAS INC. NUFARM AMERICAS, INC. RETIREMENT INCOME PLAN | ALSIP IL | 473 | $105.3M | $1.7M |
| 2 | CIRTEC MEDICAL CORPORATION CIRTEC MEDICAL CORPORATION 401(K) PLAN | BROOKLYN PARK MN | 1,441 | $52.1M | $851K |
| 3 | REGO INTERMEDIATE HOLDINGS COMPANY LLC REGO RESTAURANTS 401(K) PLAN |
DENVER CO |
| 1,030 |
| $19.0M |
| $508K |
| 4 | HACKLEY COMMUNITY CARE CENTER, INC. HACKLEY COMMUNITY CARE CENTER, INC. 403(B) PLAN | MUSKEGON MI | 299 | $16.5M | $495K |
| 5 | BANKERS FINANCIAL CORPORATION ASSOCIATES' SAVINGS PLAN | ST. PETERSBURG GA | 413 | $50.4M | $415K |
| 6 | ANEW CLIMATE, LLC ANEW CLIMATE, LLC 401(K) PLAN | HOUSTON TX | 152 | $17.7M | $372K |
| 7 | BROWNSVILLE COMMUNITY HEALTH CLINIC CORPORATION BROWNSVILLE COMMUNITY HEALTH CENTER PENSION PLAN | BROWNSVILLE TX | 202 | $16.2M | $349K |
| 8 | MARCUS JEWISH COMMUNITY CENTER OF ATLANTA 403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, INC. | DUNWOODY GA | 99 | $12.5M | $252K |
| 9 | EXAKTIME INNOVATIONS, INC. ARCORO HOLDINGS CORP. PROFIT SHARING PLAN | VENTURA CA | 277 | $17.3M | $198K |
| 10 | EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN | CHICAGO IL | 659 | $40.6M | $108K |
