Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMORGAN JPMORGAN MID CAP GROWTH R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.1M 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 | LUBE MANAGEMENT CORP. LUBE MANAGEMENT CORP 401K SAFE HARBOR RETIREMENT SAVINGS PLAN | SANDY UT | 269 | $11.1M | $272K |
| 2 | CERES ENVIRONMENTAL SERVICES INC. CERES ENVIRONMENTAL SERVICES 401K PROFIT SHARING PLAN | SARASOTA FL | 710 | $9.1M | $229K |
| 3 | STEVES & SONS INC. |
SAN ANTONIO TX |
| 1,734 |
| $14.0M |
| $169K |
| 4 | CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES TAX DEFERRED ANNUITY PLAN | CHADRON NE | 262 | $9.1M | $160K |
| 5 | HOUSE OF DESIGN LLC HOUSE OF DESIGN LLC 401(K) PROFIT SHARING PLAN | NAMPA ID | 0 | $3.0M | $105K |
| 6 | DIXIE MOTORS LLC GARV 401K PLAN | MADISONVILLE LA | 376 | $9.5M | $79K |
| 7 | BOSTON MOUNTAIN RURAL HEALTH CENTER INC. BOSTON MOUNTAIN RURAL HEALTH CENTER INC. 401K PLAN | MARSHALL AR | 285 | $12.5M | $24K |
| 8 | OZARK OPPORTUNITIES INC. OZARK OPPORTUNITIES INC. 403B PLAN | HARRISON AR | 93 | $2.0M | $20K |
| 9 | COVENANT WOODS COVENANT WOODS 403B RETIREMENT SAVINGS PLAN | MECHANICSVILLE VA | 317 | $10.4M | $19K |
| 10 | HEAD START OF LANE COUNTY HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN | SPRINGFIELD OR | 260 | $12.9M | $16K |
