Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fund Mutual Fund NR in their Schedule of Assets, totaling $6.1M 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 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 | P E SYSTEMS, INC. P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | FAIRFAX VA | 368 | $30.1M | $69K |
| 8 | MAXCYTE, INC. MAXCYTE, INC. 401(K) PLAN | ROCKVILLE MD | 96 | $19.2M | $15K |
| 9 | SWOON GROUP, LLC SWOON GROUP, LLC RETIREMENT PLAN | CHICAGO IL | 297 | $8.8M | $8K |
