Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fd R6 Mutual fund - in their Schedule of Assets, totaling $2.2M 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 | MIDWEST BANC HOLDING COMPANY MIDWEST BANC HOLDING COMPANY 401(K) AND PROFIT SHARING PLAN | NORFOLK NE | 189 | $37.7M | $1.5M |
| 2 | LAP OF LOVE SERVICES LLC LAP OF LOVE RETIREMENT PLAN | LUTZ FL | 711 | $14.3M | $276K |
| 3 | SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC |
NASHVILLE TN |
| 925 |
| $30.1M |
| $209K |
| 4 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT | BUCHANAN VA | 129 | $10.9M | $164K |
| 5 | MARYHAVEN INC. THE MARYHAVEN RETIREMENT PLAN | COLUMBUS OH | 275 | $8.9M | $19K |
