Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Jpmorgan Mid Cap Growth Fund Class R5 Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | THE TRADE DESK, INC. THE TRADE DESK 401(K) PLAN | VENTURA CA | 2,206 | $298.5M | $3.9M |
| 2 | MMS HOLDINGS INC. MMS HOLDINGS INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON MI | 145 | $13.7M | $85K |
| 3 | G. LOPES CONSTRUCTION INC. G. LOPES CONSTRUCTION INC. 401(K) PLAN |
TAUNTON MA |
| 198 |
| $16.1M |
| $36K |