Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fd R6 Registered Investment Company in their Schedule of Assets, totaling $16.6M 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 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $6.5M |
| 2 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $2.5M |
| 3 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN |
INDEPENDENCE OH |
| 503 |
| $67.7M |
| $1.4M |
| 4 | FACTORY AUTOMATION SYSTEMS, INC. FACTORY AUTOMATION SYSTEMS, INC. 401(K) RETIREMENT | ATLANTA GA | 81 | $29.9M | $1.0M |
| 5 | GRAY MANUFACTURING COMPANY, INC. GRAY MANUFACTURING COMPANY, INC. RETIREMENT PLAN | ST JOSEPH MO | 221 | $27.1M | $975K |
| 6 | TOTAL SAFETY U.S., INC. TOTAL SAFETY U. S. , INC. 401(K) RETIREMENT PLAN | PASADENA TX | 1,968 | $53.0M | $791K |
| 7 | GCX CORPORATION GCX CORPORATION SAVINGS PLAN | PETALUMA CA | 424 | $58.0M | $743K |
| 8 | FIRST NATIONAL CORPORATION FIRST NATIONAL CORPORATION 401(K) PLAN | STRASBURG VA | 309 | $36.3M | $664K |
| 9 | DALBY, WENDLAND AND COMPANY, P. C. DALBY, WENDLAND AND COMPANY, P. C. SALARY | GRAND JUNCTION CO | 96 | $17.3M | $435K |
| 10 | THE CONLAN COMPANY THE CONLAN COMPANY 401K PLAN | MARIETTA GA | 621 | $21.4M | $411K |
