Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fund; Class R6 Registered Investment Company in their Schedule of Assets, totaling $12.5M 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 | HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION PROFIT SHARING AND 401(K) PLAN | TAMPA FL | 236 | $146.1M | $5.3M |
| 2 | REAL CHEMISTRY, INC. THE REAL CHEMISTRY 401K SAVINGS PLAN | SAN FRANCISCO CA | 1,866 | $223.3M | $3.0M |
| 3 | BELLINGHAM MARINE INDUSTRIES INC |
JACKSONVILLE FL |
| 243 |
| $18.7M |
| $2.4M |
| 4 | CHRISTIAN COMMUNITY CREDIT UNION CHRISTIAN COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | SAN DIMAS CA | 118 | $38.3M | $364K |
| 5 | FUEL CYCLE INC. FUEL CYCLE 401(K) PLAN | LOS ANGELES CA | 104 | $9.5M | $348K |
| 6 | NEW ORLEANS LOUISIANA SAINTS. LLC NEW ORLEANS SAINTS 401(K) PLAN | METAIRIE LA | 178 | $55.5M | $333K |
| 7 | RANA USA, INC. RANA USA, INC. 401K PROFIT SHARING PLAN & TRUST | BARTLETT IL | 428 | $16.6M | $242K |
| 8 | BAYMARK HEALTH SERVICES, INC. BAYMARK HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 3,240 | $45.9M | $192K |
| 9 | SONIC.NET, LLC SONIC.NET, LLC 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 868 | $40.7M | $141K |
| 10 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION JOHN D. & CATHERINE T. MACARTHUR FOUNDATION RETIREMENT PLAN | CHICAGO IL | 204 | $130.1M | $62K |
