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 R6 N/A in their Schedule of Assets, totaling $753K 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 BRUCE COMPANY OF WISCONSIN, INC. THE BRUCE COMPANY OF WISCONSIN, INC. PROFIT SHARING AND SAVINGS PLAN | MIDDLETON WI | 250 | $21.8M | $504K |
| 2 | ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. PROFIT SHARING 401(K) PLAN | MILWAUKEE WI | 300 | $14.2M | $160K |
| 3 | NAVIANT, LLC. |
VERONA WI |
| 130 |
| $21.7M |
| $88K |