Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fd R6 in their Schedule of Assets, totaling $3.4M 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 | TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMP LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3, EMP | RIVER FOREST IL | 1,458 | $331.7M | $2.0M |
| 2 | MEDUIT. LLC ILK/A RECEIVABLES MEDUIT, LLC 401(K) RETIREMENT PLAN | CHARLOTTE NC | 1,398 | $49.1M | $629K |
| 3 | RESCUE AGENCY PUBLIC BENEFIT, LLC |
SAN DIEGO CA |
| 215 |
| $13.1M |
| $294K |
| 4 | HUTTON CORPORATION HUTTON CORPORATION 401(K) PLAN | WICHITA KS | 327 | $25.1M | $144K |
| 5 | THE EDISON INSTITUTE DBA THE HENRY FORD THE EDISON INSTITUTE 403(B) TDA PLAN | DEARBORN MI | 581 | $41.1M | $134K |
| 6 | LIGHTHOUSE HR SERVICES, LLC LIGHTHOUSE HR SERVICES,LLC 401(K) PLAN | TAMPA FL | 260 | $14.6M | $133K |
| 7 | THE LOVESAC COMPANY THE LOVESAC COMPANY 401(K) PLAN | STAMFORD CT | 1,710 | $24.8M | $39K |
| 8 | PCC COMMUNITY WELLNESS CENTER PCC COMMUNITY WELLNESS CENTER 403(B) PLAN | OAK PARK IL | 609 | $17.0M | $37K |
| 9 | ENTERPRISE INTEGRATION, INC. ENTERPRISE INTEGRATION, INC. 401(K) PLAN | JACKSONVILLE FL | 120 | $4.3M | $4K |
