Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 75 U.S. retirement plans report holding JPMorgan Jpmorgan Mid Cap Growth R6 in their Schedule of Assets, totaling $40.9M 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 | MAN CAPITAL CORPORATION MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN | POMPANO BEACH FL | 162 | $56.3M | $4.1M |
| 2 | WENDEL, LLC WENDEL 401K PLAN | WILLIAMSVILLE NY | 327 | $45.1M | $2.9M |
| 3 | SECU CREDIT UNION SECU/S3 401(K) RETIREMENT PLAN |
LINTHICUM MD |
| 1,250 |
| $116.8M |
| $2.6M |
| 4 | ROUTEONE, L.L.C. ROUTEONE 401(K) PLAN | FARMINGTON HILLS MI | 426 | $63.5M | $2.4M |
| 5 | GREAT CLIPS, INC. GREAT CLIPS, INC. 401(K) PLAN | MINNEAPOLIS MN | 260 | $55.7M | $2.0M |
| 6 | LIFE FITNESS, LLC LIFE FITNESS, LLC 401(K) SAVINGS PLAN | ROSEMONT IL | 1,259 | $276.2M | $1.8M |
| 7 | DAYTON-PHOENIX GROUP, INC. DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST | DAYTON OH | 195 | $40.9M | $1.5M |
| 8 | W.D. LARSON COMPANIES LTD, INC. W.D. LARSON COMPANIES LTD, INC. 401K RETIREMENT PLAN | ST. LOUIS PARK MN | 782 | $55.4M | $1.5M |
| 9 | THE NEW YORK BLOWER COMPANY THE NEW YORK BLOWER COMPANY PROFIT SHARING PLAN AND TRUST | WILLOWBROOK IL | 567 | $73.2M | $1.4M |
| 10 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $1.3M |
