Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fund Mutual fund N/A in their Schedule of Assets, totaling $22.5M 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 | BLUE CROSS BLUE SHIELD OF NORTH DAKOTA BCBSND AND NORIDIAN HEALTHCARE SOLUTIONS 401(K) PLAN | FARGO ND | 3,856 | $500.3M | $15.4M |
| 2 | IVANTI, INC. IVANTI INC. 401(K) PLAN | SOUTH JORDAN UT | 930 | $216.4M | $3.7M |
| 3 | OVERDRIVE, INC. OVERDRIVE, INC. 401(K) RETIREMENT PLAN |
CLEVELAND OH |
| 538 |
| $60.8M |
| $1.1M |
| 4 | HARBOR GROUP INC. HARBOR GROUP INC. 401(K) PLAN | SIOUX CENTER IA | 1,560 | $141.5M | $1.1M |
| 5 | SCHEELS ALL SPORTS, INC. SCHEELS ALL SPORTS, INC. 401(K) PLAN | FARGO ND | 8,298 | $33.5M | $874K |
| 6 | TFC, INC. TFC, INC. 401(K) PLAN | FARGO ND | 1,340 | $81.6M | $387K |
| 7 | FLINT HOLDINGS, INC. FLINT HOLDINGS, INC. 401K PROFIT SHARING PLAN | FARGO ND | 184 | $14.8M | $61K |
