Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMorgan JPMorgan Mid-Cap Growth Fund in their Schedule of Assets, totaling $21.9M 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 | BRAY INTERNATIONAL, INC. BRAY INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 902 | $109.7M | $5.5M |
| 2 | THE BALDWIN GROUP COLLEAGUE, INC. THE BALDWIN GROUP COLLEAGUE, INC. 401(K) PLAN | TAMPA FL | 4,121 | $295.1M | $2.4M |
| 3 | HINKLE LAW FIRM LLC |
WICHITA KS |
| 122 |
| $40.8M |
| $2.1M |
| 4 | CAMBRO MANUFACTURING COMPANY CAMBRO MANUFACTURING COMPANY EMPLOYEES 401(K) RETIREMENT PLAN | HUNTINGTON BEACH CA | 859 | $70.0M | $1.8M |
| 5 | GROCERY DELIVERY E-SERVICES, INC. HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 8,838 | $105.6M | $1.5M |
| 6 | FAIRFIELD-MAXWELL LTD. FAIRFIELD RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 57 | $37.1M | $1.5M |
| 7 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $1.4M |
| 8 | STORCK USA, L.P. STORCK USA, L.P. EMPLOYEE 401(K) SAVINGS PLAN | CHICAGO IL | 95 | $22.6M | $840K |
| 9 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $817K |
| 10 | LANZATECH, INC. LANZATECH RETIREMENT SAVINGS 401(K) PLAN | SKOKIE IL | 298 | $28.0M | $725K |
