Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fund Class R6 N/A in their Schedule of Assets, totaling $944K 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 | THE BRUCE COMPANY OF WISCONSIN, INC. THE BRUCE COMPANY OF WISCONSIN, INC. PROFIT SHARING AND SAVINGS PLAN | MIDDLETON WI | 250 | $21.8M | $504K |
| 2 | KORDA/NEMETH ENGINEERING, INC. KORDA/NEMETH ENGINEERING, INC. 401(K) PROFIT SHARING ASSET ACCUMULATION PLAN | COLUMBUS OH | 124 | $21.6M | $192K |
| 3 | ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. |
MILWAUKEE WI |
| 300 |
| $14.2M |
| $160K |
| 4 | NAVIANT, LLC. NAVIANT, INC. 401(K) PLAN | VERONA WI | 130 | $21.7M | $88K |
