Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding JPMorgan Mid-Cap Growth Fund R6 in their Schedule of Assets, totaling $15.3M 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 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $3.8M |
| 2 | VANTAGE SPECIALTY CHEMICALS, INC. VANTAGE SPECIALTY CHEMICALS 401(K) | DEERFIELD IL | 584 | $107.1M | $3.0M |
| 3 | ATLANTIC GENERAL HOSPITAL CORP |
BERLIN MD |
| 853 |
| $72.3M |
| $1.1M |
| 4 | GPA ACQUISITION COMPANY, LLC FEDRIGONI US EMPLOYEE SAVINGS & RETIREMENT PLAN | MCCOOK IL | 239 | $22.5M | $1.1M |
| 5 | BELMONT ABBEY COLLEGE, INC. BELMONT ABBEY COLLEGE RETIREMENT PLAN | BELMONT NC | 286 | $34.8M | $871K |
| 6 | PATRIOT ENGINEERING & ENVIRONMENTAL CO., INC. PATRIOT ENGINEERING 401(K) PLAN | INDIANAPOLIS IN | 210 | $12.5M | $772K |
| 7 | AXENS NORTH AMERICA, INC. AXENS NORTH AMERICA, INC. PENSION SAVINGS PLAN | HOUSTON TX | 240 | $67.5M | $625K |
| 8 | ST. LOUIS CARDINALS, LLC ST. LOUIS CARDINALS SAVINGS PLAN | SAINT LOUIS MO | 782 | $40.4M | $623K |
| 9 | SIMONIZ USA, INC. SIMONIZ USA, INC. 401(K) PROFIT SHARING PLAN | BOLTON CT | 289 | $38.4M | $573K |
| 10 | CHARTER HOMES BUILDING COMPANY CHARTER HOMES BUILDING COMPANY 401(K) PROFIT SHARING PLAN | LANCASTER PA | 281 | $15.9M | $551K |
