Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fund-R6 Mutual Fund in their Schedule of Assets, totaling $27.9M 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 | RB GLOBAL HOLDINGS, INC. RB GLOBAL RETIREMENT PLAN | WESTCHESTER IL | 5,465 | $324.5M | $10.4M |
| 2 | ALL-FILL, INC. AFI 401(K) SAVINGS PLAN | EXTON PA | 158 | $23.8M | $2.7M |
| 3 | CORGAN ASSOCIATES, INC. CORGAN ASSOCIATES, INC. 401(K) PLAN |
| 1,046 |
| $122.8M |
| $2.2M |
| 4 | COLLABERA, INC. COLLABERA 401(K) PLAN | BASKING RIDGE NJ | 3,480 | $102.6M | $1.5M |
| 5 | EP LOYA GROUP, LP FRED LOYA INSURANCE 401(K) RETIREMENT PLAN | EL PASO TX | 1,791 | $24.7M | $1.3M |
| 6 | CAYMUS VINEYARDS CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN | RUTHERFORD CA | 395 | $53.2M | $1.1M |
| 7 | AIFS, INC. AIFS, INC. RETIREMENT SAVINGS PLAN | STAMFORD CT | 438 | $89.1M | $1.1M |
| 8 | HIGHLY MARELLI USA HIGHLY MARELLI USA 401(K) PLAN | SHELBYVILLE TN | 273 | $23.3M | $961K |
| 9 | EXPERITY, INC. EXPERITY 401(K) PLAN | MACHESNEY PARK IL | 563 | $47.5M | $821K |
| 10 | ATARA BIOTHERAPEUTICS, INC. ATARA BIO 401(K) PLAN | THOUSAND OAKS CA | 153 | $48.9M | $763K |
