Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan JPMorgan Mid Cap Growth-R6 in their Schedule of Assets, totaling $1.4M 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 | EAKES, INC. EAKES, INC. 401(K) RETIREMENT SAVINGS PLAN | GRAND ISLAND NE | 275 | $22.2M | $754K |
| 2 | JEWISH FAMILY SERVICE OF SAN DIEGO JEWISH FAMILY SERVICE OF SAN DIEGO FLEXIBLE CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 717 | $20.7M | $268K |
| 3 | FRESNO ECONOMIC OPPORTUNITIES COMMISSION D/B/A FRESNO ECONOMIC |
FRESNO CA |
| 729 |
| $32.3M |
| $160K |
| 4 | LIGHTHOUSE CENTRAL FLORIDA, INC. LIGHTHOUSE CENTRAL FLORIDA, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 246 | $3.5M | $131K |
| 5 | FRESNO COUNTY ECONOMIC OPPORTUNITIES COMMISSION D/B/A FRESNO ECONOMIC FRESNO COUNTY ECONOMIC OPPORTUNITIES COMMISSION 403(B) PLAN | FRESNO CA | 1,146 | $5.7M | $85K |
| 6 | STEPPENWOLF THEATRE COMPANY STEPPENWOLF THEATRE COMPANY 401(K) PLAN | CHICAGO IL | 1,347 | $6.8M | $47K |
