Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan JPMorgan Mid Cap Growth R6 N/R in their Schedule of Assets, totaling $8.3M 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 | BURLINGTON COAT FACTORY WAREHOUSE CORPORATION BURLINGTON STORES SAVINGS PLAN | BURLINGTON NJ | 68,833 | $457.0M | $7.4M |
| 2 | STEADFAST INVESTMENT PROPERTIES, INC. STEADFAST 401(K) PLAN | IRVINE CA | 121 | $20.7M | $649K |
| 3 | TIDEL ENGINEERING LP TIDEL ENGINEERING, LP 401(K) PLAN |
CARROLLTON TX |
| 300 |
| $16.8M |
| $169K |
| 4 | TOTAL EXPERT, INC. TOTAL EXPERT, INC. 401K PLAN | ST. LOUIS PARK MN | 377 | $18.0M | $105K |
| 5 | WESTERN INDUSTRIES PLASTIC PRODUCTS LLC WESTERN INDUSTRIES RETIREMENT PLAN | WINFIELD KS | 249 | $6.2M | $19K |
| 6 | HISTORY MAKER HOMES HMH LIFESTYLES L.P. 401(K) PLAN | GRAPEVINE TX | 196 | $12.1M | $13K |
| 7 | BURLINGTON COAT FACTORY WAREHOUSE CORPORATION BURLINGTON STORES PUERTO RICO SAVINGS PLAN | BURLINGTON NJ | 2,665 | $1.9M | $6K |
