Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fund Mutual Fund NR in their Schedule of Assets, totaling $6.2M 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 CNA CORPORATION THE CNA CORPORATION RETIREMENT PLAN | ARLINGTON VA | 802 | $601.3M | $2.4M |
| 2 | ABELSON-TAYLOR, INC. ABELSON-TAYLOR, INC. PROFIT SHARING PLAN | CHICAGO IL | 203 | $70.1M | $1.3M |
| 3 | EVOLENT HEALTH LLC EVOLENT HEALTH 401(K) PLAN |
ARLINGTON VA |
| 3,226 |
| $289.2M |
| $1.1M |
| 4 | STRONGBRIDGE LLC STRONGBRIDGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | STERLING VA | 106 | $11.9M | $459K |
| 5 | CONVERGED SECURITY SOLUTIONS, LLC CONVERGED SECURITY SOLUTIONS, LLC 401K PLAN | RESTON VA | 480 | $38.8M | $412K |
| 6 | NEWWAVE TELECOM & TECHNOLOGIES, INC. NWT 401(K) PROFIT SHARING PLAN | COLUMBIA MD | 104 | $22.4M | $265K |
| 7 | SERVICE COORDINATION, INC. SERVICE COORDINATION, INC. TAX DEFERRED SAVINGS PLAN | FREDERICK MD | 957 | $36.2M | $93K |
| 8 | P E SYSTEMS, INC. P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | FAIRFAX VA | 368 | $30.1M | $69K |
| 9 | DIGITAL LNFUZION, LLC DIFZ 401(K) PLAN | ROCKVILLE MD | 141 | $13.7M | $39K |
| 10 | MAXCYTE, INC. MAXCYTE, INC. 401(K) PLAN | ROCKVILLE MD | 96 | $19.2M | $15K |
