Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding JPMorgan Mid-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $146.9M 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 | SAP AMERICA, INC. SAP AMERICA, INC. 401(K) PLAN | NEWTOWN SQUARE PA | 16,587 | $8.1B | $37.2M |
| 2 | COMMERCE BANCSHARES, INC. COMMERCE BANCSHARES, INC. PARTICIPATING INVESTMENT PLAN | ST. LOUIS MO | 4,874 | $1.1B | $30.0M |
| 3 | V2X, INC. V2X 401K RETIREMENT PLAN |
MADISON MS |
| 13,781 |
| $644.4M |
| $17.9M |
| 4 | NTN USA CORPORATION NTN RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 4,168 | $311.3M | $16.1M |
| 5 | ONTO INNOVATION, INC. ONTO INNOVATION, INC. 401(K) SAVINGS PLAN | BUDD LAKE NJ | 885 | $263.7M | $9.9M |
| 6 | FIESTA MART, L.L.C. FIESTA MART, L.L.C. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 6,641 | $100.2M | $6.1M |
| 7 | NEW YORK INSTITUTE OF TECHNOLOGY NEW YORK INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN | OLD WESTBURY NY | 1,142 | $550.4M | $5.0M |
| 8 | OPTION CARE HEALTH, INC. OPTION CARE HEALTH 401(K) PLAN | BANNOCKBURN IL | 7,984 | $412.6M | $4.6M |
| 9 | VYSTAR CREDIT UNION VYSTAR CREDIT UNION 401(K) PLAN | JACKSONVILLE FL | 2,312 | $175.7M | $4.5M |
| 10 | MERCALIS INC MERCALIS INC. 401(K) PROFIT PLAN AND TRUST | MORRISVILLE NC | 1,309 | $69.2M | $1.9M |
